Luca Trabattoni
Country Head Italy & Mediterranean Countries, Union Bancaire Privée (Europe) S.A., Milan Branch
UBP Milão
A sucursal de Milão da Union Bancaire Privée (Europe) S.A., uma filial luxemburguesa da Union Bancaire Privée, UBP SA em Genebra, situa-se no centro do distrito financeiro de Milão. Foi criada em 2012 enquanto prestadora de serviços de gestão de ativos que promove fundos.
Os serviços de gestão de ativos são prestados por um equipo de profissionais seniores com vasta experiência nas respetivas áreas de especialização.
Gestão de ativos
Os clientes do departamento de Gestão de Ativos do escritório da UBP Milão incluem fundos de pensões, distribuidores de fundos e fundações bancárias. A sucursal fornece soluções de investimento e serviços de gestão de conta. Tal inclui informação sobre fundos promovidos e geridos pelo Grupo UBP, bem como acesso por certos subfundos a vários gestores de carteiras externos ao Grupo. A nossa equipa presta também aconselhamento e elabora mandatos específicos com base no conhecimento especializado dos nossos gestores de fundos.
Desde a fundação, os ativos sob gestão da sucursal aumentaram quase sete vezes, totalizando hoje cerca de 1,5 mil milhões de euros. Este crescimento bem-sucedido pode ser atribuído à proximidade com os nossos clientes, tanto no que toca à localização quanto à comunicação. O nosso trabalho é transparente – os nossos clientes recebem informação regular e visitas frequentes dos nossos colaboradores. As nossas atividades de marketing são asseguradas pelo Grupo UBP, que elabora um reporting atempado e preciso.
A Equipa de Gestão
Contacte-nos
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
Documentação
Remuneration policy |
Pillar 3 Disclosure Report |
Condizioni generali |
General informations on MIFID II |
Caratteristiche e rischi di alcune operazioni finanziarie |
Politica di esecuzione degli ordini |
Information on the identity of execution venues and on the quality of execution (RTS 28) |
Politica in materia di conflitti d’interessi |
Exemption from the obligation to provide collateral for forward currency transactions |
Tariffario |
Deposit guarantee scheme (FGDL) |
Investor protection (SIIL) |
Complaints procedure |
Privacy Notice for Customers and visitors of the UBP website |
Privacy Notices for Counterparties (including Suppliers, Prospective Counterparties and Candidates) |
More information
Filosofia de investimento
Discover UBP's Asset Management capabilities, provided by a dedicated team of experts committed to your long-term investment goals.
Um parceiro de eleição
Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner.
Fraudulent Website Notification
Union Bancaire Privée, UBP SA ("UBP" or “the Bank”) would like to alert all clients and the public to fraudulent websites detected by UBP listed below. UBP would like to advise that these websites have no affiliation or connection whatsoever with the Bank.
| Date of detection | Fraudulent Website Address |
| February 27, 2025 | plustraderspro[.]net |
| June 30, 2024 | ubprivateonline[.]com/login |
| May 29, 2024 | ubpconnect[.]cftest6[.]cn/my[.]logout[.]php3?errorcode=19 |
| May 21, 2024 | unionbnkaireprivee[.]com |
| May 8, 2024 | Ub900[.]net |
| April 10, 2024 | Ub600[.]com |
| March 20, 2024 | ubp-asset[.]org |
| March 12, 2024 | ubpbk[.]online/en |
| March 6, 2024 | ubp-asset[.]com |
| February 18, 2024 | ubpholdings[.]com |
| December 28, 2023 | ubprivee[.]com |
| November 7, 2023 | unionbancarteprive[.]world |
| September 25, 2023 | ubponline-hk[.]com |
| September 22, 2023 | unionbancair88[.]com |
| September 21, 2023 | unionbancairff[.]com |
| September 21, 2023 | unionbancairfff[.]com unionbancairfff1[.]com |
| September 15, 2023 | unionbancairepqqq[.]com unionbancairepfff[.]com unionbpriveeeee[.]com |
| September 14, 2023 | ubponlines[.]com/ub/home |
| September 7, 2023 | superaldi-vip[.]org |
| September 7, 2023 | ubpam[.]vip |
| March 16, 2023 | citiheritagebank[.]com |
| March 16, 2023 | ubponline[.]com/eπ/user_access[.]php |
| March 14, 2023 | unionbanscaireprivee[.]wordpress[.]com |
| March 06, 2023 | 20min-fx[.]com/?_=%2Fen%23PyGkTmb3gaxOcC1ltbBGw7IzkQ%3D%3D |
| September 20, 2022 | wnitebit[.]com |
| September 12, 2022 | www[.]ubp[.]lt |
| August 12, 2022 | ubponline[.]com/en/en[.]html |
| July 25, 2022 | ubpassetmanagers[.]com |
| June 20, 2022 | ebanking[.]ubp[.]re |
| June 20, 2022 | ubpassetmanagement[.]com |
| June 7, 2022 | www[.]ubp-online[.]com/ |
| June 2, 2022 | @ubp-am.net |
| June 2, 2022 | prénom-nom@ubp-am.net |
| May 31, 2022 | ubpassetmangement[.]com |
| May 19, 2022 | prénom.nom[@]ubp-france.net |
| February 10, 2022 | ubp-france[.]net |
| February 2, 2022 | client-am-ubp[.]com/users/sign_in |
| February 1, 2022 | am-ubp[.]com |
| November 17, 2021 | Ubp-france[.]com |
| November 5, 2021 | Ubp[.]re |
| October 26, 2021 | ibank[.]unibponline[.]com |
| October 25, 2021 | Ubp-investments[.]com |
| October 25, 2021 | unionbancaireonline[.]com |
| August 20, 2021 | www.ubp-wm[.]com |
| June 23, 2021 | ubp-clientportal[.]com/login |
| May 17, 2021 | ubponline[.]com |
| April 7, 2021 | kaspib[.]com |
| February 23, 2021 | https://www.ubp-hk[.]com |
| February 5, 2021 | http://www.ubpsingapore[.]com and http://www.ubphk[.]com |
| October 12, 2020 | https://ubpinvestment.org/ch/ |
| September 7, 2020 | www.union-bgi.com |
| July 28, 2020 | ub-gi.com |
| July 24, 2020 | ubpinvest.org |
| June 8, 2020 | westoncapitalbank.com |
| June 4, 2020 | http://ubpinvest.com |
| June 3, 2020 | ubpdirect.com |
| May 26, 2020 | www.e-ubp.com |
UBP has taken action deemed necessary and appropriate to protect the interests of its customers, the general public and the Bank. Any clients who have provided personal information or have conducted any financial transactions through these websites, are kindly requested to immediately report to the local Police and to contact their UBP relationship manager or Union Bancaire Privée, UBP SA at +41 58 819 21 11.
*AMF