ABOUT UBP TAIWAN

UBP Taiwan embodies every aspect of the Group’s values. It sums up our corporate culture – one based on dynamism, energy, instinct, dedication and teamwork.
UBP has delicately cultivated the Asian market by providing dedicated investment solutions. After establishing a multinational set-up in Hong Kong and Singapore, UBP Asset Management Taiwan Ltd. began operations on 6th September 2018, having secured a Securities Investment Consulting Enterprises (SICE) business License, with the ability to serve as a Master Agent, from the Financial Supervisory Commission R.O.C (Taiwan). We are now fully established with our own Master Agent business to service our institutional and intermediary clients in the Taiwan market. We aim to introduce unique products for the Taiwan market with flexible and innovative investment strategies.

UBP SA Introduction

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto. Our Head Office is in Geneva, Switzerland and we operate from over twenty locations around the world, UBP draws on the strengths of its entire network to combine global expertise with local know-how.

As an independent Swiss private bank focusing on performance and capital preservation, UBP distinguishes itself with its financial robustness. Thanks to careful risk management and having handled the balance sheet conservatively, UBP has a strong financial base. UBP’s Tier 1 ratio of 25.6%, makes it one of the best-capitalised banks in Europe. In an endorsement of these firm foundations, in January 2019, the rating agency Moody’s assigned UBP a long-term deposit rating of Aa2 with stable outlook.

Dedication, conviction, agility and responsibility lie at the heart of our client relationships. These values drive us to develop and refine successful strategies and high-performance investment solutions precisely responding to clients’ wealth and asset management needs.

Dedication

Our experienced management teams focus on strategic investment themes, a reflection of our drive to create insightful and high-performance strategies.

Conviction

We aim to design optimal solutions at every stage of the market cycle, as well as building custom-made investment portfolios that benefit both institutional and private clients.

Agility

Our investment strategy reflects our strong convictions while our agility lets us act quickly and decisively.

Responsibility

Rigorous risk management and conservative balance sheet oversight is at the core of everything we do.

We provide investors with answers to ever changing and challenging markets

Assets under management

CHF 147.4 bn

Total number of employees

1,812 people

Source(s)

UBP, as of 31 December 2020

  • aboutlist Focus on strategic niche investment themes, including absolute return fixed income, emerging markets, convertibles, selected equity strategies and alternative investments.
  • aboutlist Focus on strategic niche investment themes, including absolute return fixed income, emerging markets, convertibles, selected equity strategies and alternative investments.
  • aboutlist Most of our strategies are managed internally, and external portfolio managers are selected only when they show unmatchable long-term qualities.

A diversified range to answer all investors’needs

Source: UBP, as of 31.12.2020, in CHF billions and 10.5 bn managed by AM on behalf of Wealth Management clients
Alternative figures (blue) do not include Wealth Management Advisory Hedge Funds positions

OUR DIFFERENCE IS STRENGTH PAIRED WITH AGILITY

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