| 词条 | Union Bancaire Privée |
| 释义 |
|name = Union Bancaire Privée |logo = Union Bancaire Privée logo.svg |logo_size = 150px |type = Private |foundation = {{start date and age|1969}} |founder = Edgar de Picciotto | hq_location_city = Geneva | hq_location_country = Switzerland |key_people = Daniel de Picciotto (Chairman) Guy de Picciotto (CEO) |area_served = Worldwide |industry = Financial services |products = Private banking Asset management Alternative investments |aum = CHF 126.8 billion[1] |num_employees = 1,781[1] |homepage = {{URL|www.ubp.com}} }}Union Bancaire Privée (UBP SA) was founded in 1969 by Edgar de Picciotto. It is one of the most highly capitalized private banks, and a major player in the field of wealth management in Switzerland with CHF 126.8 billion of assets under management.[1][2] UBP is a full-scale wealth management bank for private and institutional clients. The bank is headquartered in Geneva, Switzerland and has 1,781 employees.[3] HistoryEdgar de Picciotto established the Compagnie de Banque et d’Investissements (CBI) in Geneva on 11 November 1969. CBI acquired TDB-American Express Bank in 1990, which led to the creation of the current entity, Union Bancaire Privée. UBP developed further with the takeover of the Discount Bank and Trust Company in 2002.[4][5] In 2011, UBP acquired the Swiss arm of Dutch state-owned ABN Amro Bank, a pure Swiss private bank.[6][7] The same year, UBP also broadened its operations in Asia by establishing two joint ventures in Hong Kong and Taiwan with TransGlobe.[8] In 2012, UBP acquired Paris-based fund of hedge funds Nexar Capital Group, which has offices in London, Jersey and New York.[9] In May 2013, UBP announced the acquisition of Lloyds Banking Group’s International Private Banking business.[10] On 26 March 2015, UBP signed an agreement with the Royal Bank of Scotland Group (RBS) to buy the international private banking activities of RBS's subsidiary, Coutts & Co International.[11] These assets meant that UBP assumed control of their entities in Switzerland, Monaco and the Middle East.[12] In May 2016 UBP announced it signed an agreement with SEB, a Nordic financial services group, enabling UBP to distribute SEB's Luxembourg fund range to institutional clients and third-party distributors.[13] In January 2017, UBP announced a partnership with Partners Group, the global private markets investment manager.[14] In May 2018, UBP announced it was acquiring Banque Carnegie Luxembourg.[15][16] In July 2018, UBP expanded its activities in the UK with the acquisition of ACPI.[17][18] In January 2019 the rating agency Moody's assigned UBP a long-term deposit rating of Aa2 with a stable outlook.[19] Corporate affairsPrivate bankingUnion Bancaire Privée has over 300 private wealth managers in different countries and offers various management mandates and types of advice.[20] Wealth planningUBP has built a team of experts that are specialized geographically in order to offer a global approach to wealth structuring. The team supports and steers clients towards appropriate wealth structuring strategies. As no structures are sold in-house, the team co-operates with an international network of specialists.[21] With the services of FOSS Family Office Advisory (FOSS), UBP offers a single-family office advisory and multi-family office intermediary service. FOSS supports wealthy families from around the globe with the establishment of their own single-family office or helps them with the selection of a multi-family office.[22] Asset managementUBP is a full-scale asset manager, providing a large range of investments specifically geared towards its institutional clients' needs. The bank offers a wide range of capabilities in asset allocation, equities, bonds, diversification strategies and alternative fund of funds.[23] Alternative investmentsUBP has been active in the alternative investment industry since the 1970s. Over the years, it has built up a strong hedge fund advisory service and runs several pooled funds and personalized mandates. With the acquisition of Nexar in 2012, UBP demonstrated its "ongoing commitment" to the alternative industry.[24] In April 2013, UBP announced a partnership with Guggenheim Fund Solutions (GFS), which is specialized in managed accounts within the full spectrum of hedge fund strategies. Together, they launched a new hedge fund platform.[25] Sales and tradingUBP services include: advisory, structured products, equity trading and brokerage, equity arbitrage, currency and precious metal trading, forwards and derivatives, treasury management and bond trading. UBP has over 40 specialist traders working with private wealth managers. Investment philosophyEvery year, UBP publishes an annual outlook with an overview of macroeconomic events that occurred during the past year and its investment convictions for the year to come.[26] FinancialsAs of the end of December 2018, UBP's balance sheet total reached CHF 32.6 billion. By pursuing a conservative approach to risk-management, UBP has maintained a solid financial base and a strong balance sheet with a high level of liquidity. With a Tier 1 capital ratio of 26.6% (as of 31 December 2018), UBP is one of the best-capitalized banks in Switzerland.[1] Settlement with Investment Securities TrusteeDespite being a victim of Bernard Madoff's fraud, the bank offered in March 2009 to compensate eligible investors 50 percent of the money they initially invested with Madoff.[27] On 6 December 2010, UBP announced it had reached a settlement with the Trustee when it agreed to pay $500 million. UBP was the first bank to settle the trustee's claim in the case of Madoff.[28] With this settlement, the Trustee has agreed to discharge his "clawback" claims against UBP, its affiliates and clients.[29] See also
References1. ^1 2 3 {{cite web |url=https://www.ubp.com/en/newsroom/annual-results-2018 |title=Annual results 2018 |author= |date=17 January 2019 |work= |publisher=UBP }} 2. ^{{cite web |url=http://www.investmenteurope.net/investment-europe/news/2240300/ubp-reports-12-yoy-rise-in-assets-under-management |title=UBP reports 12% yoy rise in assets under management |author= |date=31 January 2013 |work= |publisher=InvestmentEurope }} 3. ^{{cite web |url=https://www.ubp.com/en/discover-ubp/press-area |title=Press Area |author= |date= |work= |publisher=UBP }} 4. ^{{cite web |url=http://www.ubp.com/en/private-bank/swiss-bank/profile/private-banks |title=History |author= |date= |work= |publisher=UBP }} 5. ^{{cite web |url=http://www.rts.ch/video/emissions/pardonnez-moi/3910781-edgar-de-picciotto.html |title=Edgar de Picciotto Interview |date=8 April 2012 |website= |publisher=Radio Télévision Suisse |language=French }} 6. ^{{cite news |title=ABN Amro purchase boosts UBP assets |author= |url=http://uk.reuters.com/article/2012/01/25/ubp-results-idUKL5E8CP3IV20120125 |agency=Reuters |date=25 January 2012 }} 7. ^{{cite news |title=UBP to buy Swiss arm of ABN Amro |author= |url=http://citywire.co.uk/global/ubp-to-buy-swiss-arm-of-abn-amro/a516408 |agency=Citywire |date=16 August 2011 }} 8. ^{{cite news |title=UBP launches two Asia focused joint ventures |author= |url=http://citywire.co.uk/global/ubp-launches-two-asia-focused-joint-ventures/a513367 |agency=Citywire |date=3 August 2011 }} 9. ^{{cite news |title=UBP to buy Paris-based alternatives group Nexar |author= |url=http://in.reuters.com/article/2012/02/29/ubp-idINL5E8DT9HZ20120229 |agency=Reuters |date=29 February 2012 }} 10. ^{{cite news |title=Lloyds Sells International Private Banking Business to UBP |author= |url=https://www.bloomberg.com/news/2013-05-29/lloyds-bank-sells-international-private-banking-business-to-ubp.html |newspaper=Bloomberg News |date=29 May 2013 }} 11. ^{{cite news |date=27 March 2015 |title=RBS sells Coutts International to UBP |url=https://www.bbc.co.uk/news/business-32082660 |publisher=BBC News |accessdate=29 March 2015}} 12. ^{{cite web|title=Union Bancaire Privee completes its acquisition of Coutts activities in Asia|url=https://globenewswire.com/news-release/2016/04/14/828752/10161823/en/Union-Bancaire-Privee-completes-its-acquisition-of-Coutts-activities-in-Asia.html}} 13. ^{{cite web |url=https://www.ubp.com/en/news/ubp-expands-its-asset-management |title=UBP expands its asset management offering |author= |date=10 May 2016 |work= |publisher=UBP }} 14. ^{{cite news |date=17 January 2017 |title=Investment Alliance Across Language Barrier |url=http://www.finews.com/news/english-news/25867-investment-alliance-across-swiss-language-barrier |agency=Finews.com }} 15. ^{{cite news |date=31 May 2018 |title=Swiss private bank UBP buys Carnegie's Luxembourg arm |url=https://www.reuters.com/article/us-carnegie-m-a-ubp/swiss-private-bank-ubp-buys-carnegies-luxembourg-arm-idUSKCN1IW1JJ |agency=Reuters }} 16. ^{{cite web |url=https://www.ubp.com/en/newsroom/ubp-to-acquire-banque-carnegie-luxembourg |title=UBP to acquire Banque Carnegie Luxembourg |date=31 May 2018 |publisher=UBP }} 17. ^{{cite news |date=19 July 2018 |title=Swiss wealth manager looks at London as Brexit looms |url=https://www.ft.com/content/dcd355f2-8aa6-11e8-b18d-0181731a0340 |work=Financial Times }} 18. ^{{cite web |url=https://www.ubp.com/en/newsroom/ubp-expands-its-activities-in-the-uk-with-the-acquisition-of-acpi |title=UBP expands its activities in the UK with the acquisition of ACPI |date=19 July 2018 |publisher=UBP }} 19. ^{{cite web |url=https://www.moodys.com/research/Moodys-assigns-first-time-Aa2-deposit-ratings-to-Union-Bancaire--PR_393478 |title=Moody's assigns first-time Aa2 deposit ratings to Union Bancaire Privee SA; outlook stable |date=10 January 2019 |publisher=Moody's }} 20. ^{{cite web |url=http://www.ubp.com/en/private-bank/swiss-bank/Publications/UBP-in-brief/template/document.jsp?fileId=47514 |title=In Brief |author= |date= |work= |publisher=UBP (Q2 2013) }} 21. ^{{cite web |url=http://www.ubp.com/en/private-bank/private-wealth-management/Wealth-and-estate-planning |title=Wealth and estate planning |author= |date= |work= |publisher=UBP }} 22. ^{{cite web |url=http://www.switzerland-family-office.com/ |title=We help you find the right Family Office|author= |date= |work= |publisher=FOSS Family Office Services Switzerland}} 23. ^{{cite web |url=http://www.ubp.com/en/private-bank/institutional-clients/asset-management-company |title=Asset Management |author= |date= |work= |publisher=UBP }} 24. ^{{cite web |url=http://www.ubp.com/en/ubp/news?containerId=12023 |title=Union Bancaire Privée to acquire Nexar Capital Group |author= |date=29 February 2012 |work= |publisher=UBP }} 25. ^{{cite web |url=http://www.investmenteurope.net/investment-europe/news/2263127/ubp-picks-guggenheim-fund-solutions-to-power-hedge-fund-platform |title=UBP picks Guggenheim Fund Solutions to power hedge fund platform |author= |date=22 April 2013 |work= |publisher=InvestmentEurope }} 26. ^{{cite web |url=https://finance.yahoo.com/news/union-bancaire-priv-e-outlook-060000760.html |title=Union Bancaire Privée: Outlook 2013: "Keep On Pushing" |author= |date=17 December 2012 |work= |publisher=Business Wire }} 27. ^{{cite news |title=UBP Makes Offer to Madoff Victims |author= |url=https://dealbook.nytimes.com/2009/03/13/ubp-makes-offer-to-madoff-victims/ |newspaper=The New York Times |date=13 March 2009 }} 28. ^{{cite news |title=HSBC fights Madoff claim; new settlement reached |author= |url=https://www.reuters.com/article/2010/12/06/us-madoff-hsbc-idUSTRE6B509Q20101206 |agency=Reuters |date=6 December 2010 |first=Grant |last=McCool}} 29. ^{{cite web |url=http://www.prnewswire.com/news-releases/madoff-trustee-announces-approximately-500-million-recovery-agreement-with-swiss-bank-union-bancaire-privee-111405319.html |title=Madoff Trustee Announces Approximately $500 Million Recovery Agreement With Swiss Bank Union Bancaire Privee |author= |date=6 December 2010 |work= |publisher=PR Newswire }} External links
8 : Financial services companies of Switzerland|Money managers|Banks established in 1969|1969 establishments in Switzerland|Companies based in Geneva|Madoff investment scandal|Banks of Switzerland|Private banks |
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