Union Bancaire Privée (UBP SA), Founded In 1969 By Edgar De Picciotto, Is One Of The Largest Private Banks In The Swiss Wealth Management Industry, With Total Assets Under Management Of CHF 160.4 Billion.
UBP Offers A Comprehensive Range Of Wealth Management Services To Private And Institutional Clients. Headquartered In Geneva, Switzerland, It Employs 1,904 People Worldwide.
Development History
Edgar De Picciotto Founded Compagnie De Banque Et D'Investissements (CBI) In Geneva In November And November 1969. Since Then, The Banking Business Has Grown Rapidly And Expanded Its Territory Through A Number Of Acquisition Plans. One Of The Most Talked-about Transactions Was The Acquisition Of American Express Bank (TDB-American Express Bank) In 1990, Which Instantly Quadrupled The Size Of The Bank. The Transaction, Priced 1.20 Billion Swiss Francs, Was The Largest Bank Acquisition Plan Ever In Switzerland. CBI Was Later Renamed Union Bancaire Privée And Acquired Discount Bank And Trust Company In 2002.
By 2011, Uplink Acquired ABN Amro's Swiss Operations And Further Expanded Its Presence In Asia The Same Year, Forming Joint Ventures With TransGlobe In Hong Kong And Taiwan. In 2012, Uplink Acquired Nexar Capital Group, A Paris-based Fund Of Hedge Funds With Offices In London, Jersey And New York.
In May 2013, Uplink Announced The Acquisition Of The International Private Banking Business Of Lloyds Banking Group
On March 26, 2015, Uplink Signed An Agreement With The Royal Bank Of Scotland Group (RBS) To Acquire Its International Private Banking Business, Coutts & Co International, Including Entities In Switzerland, Monaco And The Middle East
In May 2016, Uplink Announced An Agreement With Nordic Financial Services Group SEB To Distribute SEB's Luxembourg Fund Series To Its Institutional Clients And Third-party Providers.
In January 2017, Swiss-Union Entered Into A Partnership With Partners Group, A Global Private Market Investment Management Firm.
In May 2018, Swiss-Union Acquired Banque Carnegie Luxembourg.
In July 2018, Swiss-Union Acquired ACPI To Expand Its Business In The UK.
In January 2019, Swiss-Union Long-term Deposits Received An Aa2 Rating From Rating Agency Moody's With A Stable Outlook, And This Rating Was Re-confirmed By Moody's In 2020.
Corporate Affairs
Private Banking
More Than 300 Private Wealth Management Managers At RUB Are Located In Many Countries Around The World, Providing Comprehensive Trust Management And Investment Advisory Services.
Wealth Planning
RUB's Team Of Experts Specializes In Formulating Wealth Planning Solutions With A Global Perspective, Assisting Clients Located In Different Regions To Customize The Most Appropriate Wealth Management Strategies. RUB Acts As The Client's Intelligence, Collaborating With An International Network Of Experts To Provide Unbiased Professional Support.
The Family Office Advisory Services Of Ruilian Provide Advisory And Intermediary Services For Families Around The World On The Establishment Of Single Or Multi-family Offices, Assisting These Families To Establish Their Own Single Family Office Or Select The Most Suitable Multi-family Office.
Asset Management
The Full Range Of Asset Management Services Of Ruilian Covers Diversified Investment Products, Including Asset Allocation, Stocks, Bonds, Diversification Strategies And Funds Of Alternative Funds, Etc., Targeting The Different Needs Of Institutional Clients.
Alternative Investment
As Early As The 1970s, Ruilian Has Been Active In The Alternative Investment Industry. Over The Years, It Has Established A Strong Hedge Fund Advisory Services Team, Managing Multiple Pooled Funds And Individual Mandates. The Acquisition Of Nexar Business In 2012 Further Strengthened Its Alternative Investment Strength.
By April 2013, Ruilian Had Established A Partnership With Guggenheim Fund Solutions (GFS), Which Specializes In Providing Escrow Account Services With Comprehensive Hedge Fund Strategies. The Two Companies Have Joined Forces To Establish A New Hedge Fund Platform.
Sales And Trading
Uplink's Services Include: Investment Advice, Structured Products, Stock Trading And Brokerage, Equity Arbitrage, Foreign Exchange And Precious Metals Trading, Forward Contracts And Derivatives, Treasury Management And Bond Trading. Uplink Employs More Than 40 Professional Traders To Work With Private Wealth Managers.
Investment Philosophy
Uplink Publishes An Annual Investment Outlook Report That Reviews The Macroeconomic Conditions Of The Past Year And Looks Forward To The Investment Themes For The New Year.
Financial Position
As Of The End Of December 2020, Uplink's Total Balance Sheet Was CHF 37.80 Billion. Due To Its Conservative Risk Management Approach, Uplink Has A Strong Financial Foundation, A Strong And Liquid Balance Sheet, And A Tier One Capital Ratio Of 27.7% (as Of The End Of December 2020), Well Above The Minimum Requirements Of Basel III And The Swiss Financial Marekt Supervisory Authority (FINMA), Making Uplink One Of The Most Capitalized Banks In The Industry.
