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09.10.2026
Com um Código de Conduta, a Associação Suíça de Single Family Offices pretende estabelecer normas comuns. Num evento organizado pela Union Bancaire Privée (UBP) e pela finews, em Zurique, representantes de family offices e do setor financeiro debateram o que o código significa na prática e por que razão os requisitos impostos aos single family offices estão a aumentar.
20.08.2026
In a new interview with VSV-ASG (the Swiss Association of Asset Managers), UBP family office experts Monica Espinosa and Pierre Ricq talk about UBP’s family office approach: listen when it counts, guide where it adds value, and keep performance at the core.
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
Por ser um banco familiar empreendedor, a UBP encontra-se numa posição privilegiada para ajudar as famílias com património líquido ultraelevado (UHNW) a gerirem o seu património. Em alguns casos, a melhor forma de alcançar este objetivo passa pela constituição de um family office, a sociedade de gestão de património da família.
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
Oradores: Nicolas Barben, Marc Elliott
Oradores: Monica Espinosa, Pierre Ricq
Oradores: Kier Boley
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