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全球超过200家第三方资产管理机构选择瑞联银行为其银行伙伴。
监管要求日新月异，加以客户状况持续变化，已为第三方资产管理机构（EAM）创造崭新的经营环境。凭着多年来担当最佳伙伴的丰富经验，瑞联协助第三方资产管理机构开发附加值高的投资方案，以满足其客户日趋复杂的理财需要和要求。
客户期望您为他们提供优质投资服务，我们助您不负所望，让您通达瑞联各式各样的投资方案、享誉的策略性投资能力、理据为本的投资信念，以及精益求精的创新力。
* 须视乎司法管辖区适用的规则和规定而定
瑞联价值
客户导向
由家族所有和运营
财力雄厚
与时俱进
您的专责联系
瑞联第三方资产管理机构部的不同团队各司其职，既有专门为您服务并协助您联系内部专家和高层决策者的专家，也有负责支援运营的专员，务求为您提供高效率的完善服务，
客户经理是您的瑞联专责联系人，负责安排内部专家协助您优化提供予终端客户的服务，这些服务涵盖开户以至设立结构性融资交易，例如伦巴德贷款或抵押贷款、财富策划和定制型服务。瑞联客户经理团队由30名平均年资长达15年的专家组成，随时为您效劳。
资深运营专家团队负责执行客户交易和记账，例如交易所交易、外汇、贷款、存款、支付等。
直通客户服务让您在欧洲中部时间早上8时至晚上10时直通所有主要金融市场，直接进行所有金融工具的交易，包括股票、固定收益、外汇、衍生工具和结构性产品。
瑞联积极投资于开发数字解决方案，确保所提供的服务达到最高水准。
*信息科技解决方案的提供视乎司法管辖区而定
瑞联第三方资产管理机构团队由 40专家组成，分驻于日内瓦、苏黎世和巴塞尔为客户提供服务。
团队主管
Frédéric Toselli
08.05.2025
We recently held UBP’s Wealth & Asset Management Forum at the InterContinental hotel in Geneva. The event brought together 250 people from different – in some cases distant – parts of the group. The guests included many fresh faces following the acquisition of SG Kleinwort Hambros and SG Private Banking Switzerland, as well as some non-acquisition joiners who came to UBP less than a year ago.
05.05.2025
On 9 July, President Trump’s 90-day tariff suspension is set to expire. What will this mean for investors?
02.05.2025
Since early November 2024, the gold price has risen from USD 2,600 to highs of above USD 3,500 per ounce. The precious metal received additional support in early February when investors realised that Donald Trump was serious about his tariff programme.
24.04.2025
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
01.04.2025
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.
26.03.2025
Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?
04.03.2025
US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.
27.02.2025
At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.
