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09.10.2026
Con un Codice di condotta, l’Associazione svizzera dei Single Family Office mira a stabilire standard comuni. In occasione di un evento organizzato da Union Bancaire Privée (UBP) e finews a Zurigo, i rappresentanti dei family office e del settore finanziario hanno discusso del significato pratico del codice e dei motivi per cui i requisiti richiesti ai single family office stanno aumentando.
20.08.2026
In una nuova intervista rilasciata alla VSV-ASG (Associazione svizzera dei gestori patrimoniali), Monica Espinosa e Pierre Ricq, esperti di family office presso UBP, parlano dell’approccio di UBP in materia di family office: ascoltare quando è necessario, fornire una guida laddove ciò apporta valore aggiunto e mantenere la performance al centro dell’attenzione.
08.06.2026
How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.
26.11.2025
A study has shown that 90% of family wealth disappears after the third generation. Monica Espinosa, UBP’s Head of Family Office Solutions, and Pierre Ricq, Senior Family Advisor, have made it their mission to make sure this doesn’t happen to the families who approach them, by providing clarity, a long-term vision, emotional support, and access to a wealth of experts in institutional-level financial services.
01.12.2023
Citywire Asia (27.11.2023) - In a momentous year marked by a mega-merger, ongoing market turmoil and geopolitical uncertainties, Union Bancaire Privée (UBP) has done anything but slow down.
12.07.2023
In qualità di banca di proprietà familiare dotata di spirito imprenditoriale, UBP gode di una posizione privilegiata per aiutare le famiglie molto facoltose (ultra-high net worth) a gestire il loro patrimonio. In alcuni casi, il modo migliore per riuscirci è istituire un family office, ossia la società di gestione del patrimonio interna alla famiglia.
19.04.2021
PWM (08.04.2021) – Union Bancaire Privée’s Michael Blake discusses the importance of an integrated investment banking and wealth management model for servicing wealthy families
Relatori: Nicolas Barben, Marc Elliott
Relatori: Monica Espinosa, Pierre Ricq
