Bertrand Binggeli
Head of Wealth Estate Planning and Family Wealth Solutions
财富策划方案
您建立财富以实现目标，我们协助您守护财富传承后代。
瑞联银行认为，财富策划是管理财富的必要部分。通过完善结构和周全保障财富，将使您的投资组合实现最佳的资产配置布局。
鉴古知今，不少家族在第一代创造大量财富之后，往往富不过三代，究其原因主要在于缺乏妥善规划，也没有培育下一代继承庞大财产的责任感。
瑞联财富策划师在您累积、保障和传承财富的三个重要人生阶段与您结伴同行。在综观您的资产全局之后，我们将结合财富、税务、遗产和家族企业继承计划，为您制定全盘的保护和增长财富方案。
瑞联财富策划
我们透彻了解全球税务及监管环境的变化，按国际私人客户的需求定制所需的服务。通过精密方式将顶层研究和底层分析结合，并且识别您的风险和需要，我们与您的个人顾问和外部专家共同协力，为您制定最合适的财富策划策略。
Regional specialisation
瑞联财富策划师皆为经验丰富的资深专家，专精于覆盖多个国家的特定地区，深度认识区内各个司法管辖区的监管制度，因此能够顾及您的资产所在地之法规，为您周全定制财富结构策略。客户可以在瑞联旗下各个记账中心，以及通过我们的家族办公室服务或是第三方资产管理机构伙伴，以获得我们的财富策划服务。
高增值服务
瑞联财富策划团队秉持整全型规划方式，不仅注重策划财富、遗产和税务事宜，在您需要时也提供与投资组合管理相关的税务影响分析，以及投资工具的税务处理意见。
在外部专家（如需要时）的协力下，我们能够进一步延伸服务，为您分析金融产品和财富结构方案（例如专门基金和人寿保险产品）的税务安排。
是您至可信赖的伙伴
瑞联致力担当每一位客户在人生旅途的智囊，为您提供不偏不倚的导引和优质服务。我们的财富策划团队与精挑细选的一流税务和法律专家，以及进行严格尽职调查的外部供应商已经建立紧密网络，让我们为您提供一系列分析精辟且中肯的意见及选项。
其他专门服务
瑞联已为属于英国无住所居民的客户开发精密和完全隔离的账户安排。
我们已就多个司法管辖区建立具体的报税方式。
我们为有意自行建立单一家族办公室或考虑使用联合家族办公室的家族，提供专门的支援。
联系我们
15.10.2024
Selective growth through uncompromising quality of service
At Union Bancaire Privée (UBP), External Asset Managers (EAMs) represent around CHF 20 billion in assets under management (AuM), and so the service and support it provides to EAMs is an important part of UBP’s business. We spoke about UBP’s EAM business in Switzerland with those that lead it.
13.08.2024
Solving the solvency jargon
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
06.08.2024
2024 US Elections: a new start
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
05.08.2024
瑞士瑞联签定两项独家协议收购法国兴业银行在英国和瑞士的国际私人银行业务
瑞士瑞联（Union Bancaire Privée, UBP SA）与法国兴业银行（Societe Generale，下称“法兴”）今天宣布已经签定两项独家协议，瑞士瑞联将收购法兴旗下在瑞士的私人银行业务（Societe Generale Private Banking Suisse）以及在英国和海峡群岛的财富管理业务（SG Kleinwort Hambros），预期两项交易将在 2025 年一季度末完成交割。
12.07.2024
Sustainability: an increasingly important consideration for wealth management
In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.
10.07.2024
Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.
17.06.2024
2024 US elections come into view
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
14.06.2024
UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia
Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.