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我们的办事处

UBP Australia

Asset management office for Institutional investors

UBP Australia

瑞联银行资产管理部澳大利亚办事处致力于服务机构投资者,包括超级年金基金、财富管理人和多资产管理人、保险公司、基金会和捐赠基金以及家族办公室。无论是在做多策略投资领域,还是在另类投资领域,该办事处都提供一系列精心选择的主动管理型策略。


聚焦领域

瑞联银行资产管理部澳大利亚办事处看重和信赖经验丰富的投资组合管理人的价值,这些管理人全权负责各自的投资决策。

我们专注于策略性的投资主题选择,其中包括全球和绝对回报固定收益新兴市场债务可转债、 精选股票策略另类投资负责任投资。 我们的大部分策略由内部负责管理,只有当外部投资组合管理人表现出无可比拟的长期品质时才会选择他们。

我们认为,规模是我们的一个关键优势,令我们能够在服务机构投资者市场的同时保持积极进取的心态。我们努力发挥创造力和主动性,为本地和全球机构客户提供全方位服务。

在澳大利亚,瑞联银行与澳大利亚领先的中小盘 (SMID) 管理人 Bell Asset Management 建立了战略合作伙伴关系。

我们的理念

 

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团队

负责瑞联银行在澳大利亚的资产管理和业务发展活动。他在为机构客户提供投资解决方案方面拥有逾 18 年的经验。Olivier 曾任瑞联银行 另类投资解决方案部门的业务发展主管和高级投资专家。 在 2013 年加入瑞联银行之前,他在瑞士资产管理公司 Unigestion 任职 10 年,历任投资专家、营销和客户服务职务。

拥有瑞联银行全球 200 多名投资专家的全面支持,截至 2021 年 6 月 30 日团队管理资产规模达 1611 亿瑞士法郎。

联系我们

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Olivier Marion
业务发展主管
 
瑞联银行资产管理亚洲有限公司 - 澳大利亚分行
ARBN 638 682 765
Level 20, 101 Collins Street
Melbourne, VIC 3000
Australia
T. +61 3 8637 6021
 
 
 
 
联系我们

This website contains some information that is not directed specifically at Australian investors. It:

  • may contain references to dollar amounts which are not Australian dollars
  • may contain financial information which is not prepared in accordance with Australian law or practices
  • may not address risks associated with investing in foreign currencies
  • does not address Australian tax issues, and
  • may contain the word “Bancaire” or “Bank” where Union Bancaire Privée, UBP SA has provided banking services in jurisdictions other than in Australia.

More about UBP Australia

Newsroom

UBP partners with leading equity specialist Bell Asset Management

Union Bancaire Privée forms a strategic partnership with leading equity specialist Bell Asset Management.

Newsroom

UBP strengthens its Small and-Mid Cap franchise

Union Bancaire Privée strengthens its Small and-Mid Cap franchise with the launch of a Global SMID Cap Equity strategy



Fraudulent Website Notification

Australia, July 23, 2021 – 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
July 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

 

Imposter bond scams

October 2021

UBP is aware of imposters posing as UBP, or other financial institutions, offering bond investment offers. This is not a UBP issued product. Please remain alert and do not respond or take any action in relation to this scam. If you think you or someone you know has been scammed, lodge a report of misconduct with ASIC and report the matter to police. You can also make a report to the Australian Cyber Security Centre.

Fraudulent emails

Fraudsters may send you fraudulent emails. Hence please beware of any email you may receive representing UBP staff or using an email address that looks like a legitimate UBP email address (for example : ubp-invest.com, ubp-wm.com, etc which are not UBP email addresses). Please do not rely solely on email correspondences for any transaction. You may also use other channels (e.g. telephone listed on our official website) to confirm whether you correspond with a UBP employee or deal with a UBP product or to verify the beneficiary details before initiating any transaction.

For Example : Fraudster claims UBP is offering products A fraudster would claim to be a bank staff in an email (with UBP logo and signatures) and would invite you to make a payment to an external custodian / beneficiary to receive the product.

 

了解详情

机构客户

瑞联银行资产管理部拥有一支由 200 多人组成的团队,通过有机增长和审慎选择的合作伙伴关系,在全球主要市场建立了稳固的本土业务。

了解详情 - 了解瑞联银行

瑞联银行简介

瑞联银行(Union Bancaire Privée,简称 UBP)由 Edgar de Picciotto 于 1969 年创立 - 他从一开始就秉持远大抱负,致力于为投资者提供精准敏锐和创新的财富管理服务。

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投资专长

了解我们在投资服务方面的所有专长领域。