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Our Offices

UBP Milan

UBP Milan

The Milan branch of Union Bancaire Privée (Europe) S.A. is situated in the heart of Milan’s business district. It was set up in 2012 and operates with a full banking licence provided by its parent company, Union Bancaire Privée (Europe) S.A. in Luxembourg. It is now home to ten staff covering asset management activities and private client services.

Asset management

The clients of the UBP Milan office’s Asset Management division include pension funds, fund distributors, and bank foundations. The office provides investment solutions and its relationship managers give clients access to fund information and portfolio managers. Our team also advises on and builds specific mandates based on our fund managers’ particular expertise. Since being set up, the branch’s assets under management have grown nearly sevenfold, and today total some EUR 1.3 billion. This successful growth can be attributed to our closeness to our clients, both in terms of location and of communication. Our work is transparent – our clients are regularly updated and also receive frequent visits from our staff. Our marketing activities are provided by the UBP Group, ensuring regular and concise reporting.

Private banking

Our team at the Milan branch is committed to providing high-quality, flexible and personalised services that are tailored to our client’s individual needs. We offer a full range of investment portfolio mandates:

  • Discretionary mandates: innovative and bespoke solutions designed to meet our clients’ expectations and fulfil their investment needs. They are available in a range of currencies, targeting different client risk profiles;
  • Advisory services: proactive investment advice for clients who wish to keep control of their investments, but who would like to benefit from UBP’s financial know-how and expertise;
  • Execution-only mandates, for those clients who prefer to manage their assets independently.

The team

Alex Cecchini, Branch CEO and Head of the Branch’s PB division, has over 20 years’ experience in private banking, which he developed in Monaco, Luxembourg and Switzerland. Luca Gabriele Trabattoni, Head of Sales Italy & Mediterranean Countries, has been with UBP for seven years, and has over twenty years’ experience in the sector having previously worked with some of the most prestigious banks in the world. Alex and Luca are supported by a team of eight, including salespeople and relationship managers, along with compliance and support staff.

Contact us

Union Bancaire Privée (Europe) S.A., Succursale di Milano
Via Brera 5 | 20121 Milan, Italy
Tel: +39 02 87 33 85 00 | Fax: +39 02 87 33 85 99

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Institutional clients

With a team of more than 180 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

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UBP in brief

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service.

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Investment Expertises

Discover all our areas of expertise in investment services.