UBP was founded in 1969 by Edgar de Picciotto and is a Swiss major player in the field of asset management. With assets under management of CHF 118.3 billion as at the end of December 2016 and a professional, global workforce of around 1,665 people, UBP continues to grow both in Switzerland and at international level, and is strengthening its positioning in its preferred markets while constantly reinforcing its outstanding financial expertise.
We aim to build strong, long-lasting relationships with our clients, tailoring portfolios to their specific return objectives and risk profiles, while meeting their risk/reward and service expectations. We manage a range of strong-conviction products on the long only and alternatives side which respond to the aims of absolute and relative return, whilst providing an approach to risk management that is highly focused and adapted to the clients’ needs. Most of our strategies are managed in-house, while some are managed externally by delegation to managers with a proven and long-term track record.
Since 2012, UBP has been a signatory to the UN’s Principles for Responsible Investment (UNPRI). Similarly, in an effort to raise client awareness about the challenges faced by society today, UBP is committed to integrating and promoting environmental, social and corporate governance issues into its investment decisions. Contact