09.10.2026
瑞士单家族办公室采用新规
瑞士单一家族办公室协会旨在通过制定《行为准则》来确立共同标准。在由Union Bancaire Privée（UBP）和finews在苏黎世联合举办的一场活动中，来自家族办公室和金融行业的代表们探讨了该准则在实践中的具体含义，以及为何对单一家族办公室的要求日益提高。
新闻中心/瑞联卓见
-
-
20.08.2026
为什么家族办公室模式能满足当今复杂的财富管理需求
在最近接受瑞士资产管理协会（VSV-ASG）采访时，UBP家族办公室专家莫妮卡·埃斯皮诺萨（Monica Espinosa）和皮埃尔·里克（Pierre Ricq）谈到了UBP的家族办公室理念：在关键时刻倾听，在能创造价值之处提供指导，并将业绩表现置于核心位置。
-
08.06.2026
Family Office Solutions: A Human-Centric Approach to Managing Wealth Across Generations
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
UBP Family Office Solutions: Guidance from the heart
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
UBP’s Michael Blake on his supercharged strategy
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
我们对家族办公室的承诺
作为由企业家家族所有的私人银行，瑞士瑞联银行在助力超高净值家族管理财富方面别具优势。对一些家族来说，设立自家的家族办公室以作为内部财管部门，是实现世代财富管理的最佳方式。
-
-
19.04.2021
Is an integrated model key to serving familyoffices?
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
Our latest podcasts
-
Energy security in focus: how today’s crisis is reshaping the energy transition
Speakers: Nicolas Barben, Marc Elliott
-
UBP Family Office Solutions: Guidance from the heart
Speakers: Monica Espinosa, Pierre Ricq
Our latest podcasts
-
UBP为何能成为对冲基金领域的全球领军者
Speakers: Kier Boley, Fredrik Langenskiöld
-
外部资产管理人（EAM）团队：通过合作与伙伴为客户赋能
