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瑞士瑞联利润稳健增长40.4%至1.694亿瑞士法郎

As global wealth management becomes more complex, external asset managers (EAMs) are operating under increasing pressure to deliver performance, manage costs, and differentiate their propositions.

London, 19th February 2026 - Union Bancaire Privée (“UBP”) has appointed Peter Kinsella as Head of Investment Services, UK, as it continues to strengthen its investment platform.

What does the future hold for Swiss asset management? Nicolas Faller, UBP's Co-CEO Asset Management, highlights the importance of specialisation, strategic acquisitions, and embracing AI to stay ahead in a competitive market.

Union Bancaire Privée, UBP SA (“UBP”), one of the world’s largest family-owned private banks headquartered in Geneva, Switzerland, announces the appointment of Fahd Iqbal as Head of Investment Services, Dubai, alongside the appointments of Joy Chammas and Mohammed Zaheer as Market Heads, Middle East, with immediate effect.

Twelve Securis is pleased to announce the continuation and further strengthening of its cooperation with Union Bancaire Privée (UBP) through the launch of a newly developed ILS fund.

瑞士瑞联客户资产规模增长19.5%，达1,845亿瑞士法郎

Union Bancaire Privée, UBP SA (“UBP”), one of the world’s largest family-owned private banks headquartered in Geneva, Switzerland, has officially opened an office in Riyadh, marking a key milestone in the Bank’s long-term regional growth strategy and deepening its commitment to the Saudi market.

Global professional services provider, JTC, and Union Bancaire Privée, UBP SA (“UBP”), a leading Swiss wealth and asset manager, are pleased to announce the completion of the sale of Kleinwort Hambros Trust Company (CI) Limited and its subsidiaries ("KHT"), to JTC. The transaction, initially announced on 31 July 2025, was finalised as planned and on schedule.

The markets are looking to the future, whilst central banks are looking to the past.

This year, fixed income markets have exhibited elevated levels of interest rate volatility, whereas credit spread volatility has been more contained.

Moving abroad, weathering tax changes or leaving a legacy – expert advice on protecting your finances

Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.

In a traditional ‘balanced’ portfolio, equities often account for 50% or less of the allocation. Yet factor analysis reveals that nearly 80% of the risk stems from the equity factor.

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre.

Union Bancaire Privée (UBP) more than doubled its net new money (NNM) in North Asia for 2025 while capturing surging brokerage and wealth planning revenues, North Asia region head and Hong Kong CEO Teresa Lee told Asian Private Banker.

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

In an environment marked by the return of inflationary tensions, the rise of AI, and the reshaping of geopolitics, Michaël Lok believes that markets are entering a new cycle.