About us

We are a leading Swiss-based, SEC-registered investment advisor with a physical presence in Zurich and Geneva.

We are all about…

 

 

Trust

UBP IAS is held to a fiduciary standard and has a duty to always act in the best interest of its clients. As specialists in global asset management, we focus on capital preservation, performance and diversification for our clients

 

Tradition

We are a wholly-owned subsidiary of UBP AG, a firm with 50 years of banking tradition, gives us a solid and stable umbrella under which we operate independently

 

Stability

UBP AG’s strong TIER 1 ratio of 25.3% supports the solid growth of UBP IAS in both assets under management and number of clients. Our objective is to continue being your trusted long-term European partner

 

 

 

Options

We offer two types of investment approach where our clients can benefit from a comprehensive range of products and a wide variety of issuers in an open architecture structure

 

 

Experience

Our team numbers nine financial sector professionals between Zurich and Geneva, who together account for more than 115 years of experience in the industry

 

Flexibility

The core of our values and principles is flexibility. We have a client centric approach and understand that each client situation is different from the other

 

 

Our History…

 

UBP IAS is a Swiss corporation, founded in 2013 in Geneva, Switzerland as a wholly-owned subsidiary of Union Bancaire Privée, an internationally operating Private Banking institution headquartered in Geneva, Switzerland and founded by Edgar de Picciotto in 1969.

UBP IAS registered as an Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) on February 21, 2014. The vision from the outset was to offer our clients a diversified and innovative wealth management service. Today, UBP IAS continues to apply a forward-looking vision, our entrepreneurial spirit and our leading investment expertise to offer our clients significant added value.

Find out more about UBP Group history