About Union Bancaire Privée
Union Bancaire Privée is a company based in Geneve (Switzerland) founded in 1969 by Edgar de Picciotto. It operates as a Professional Services, and Brokerage / Intermediation. Union Bancaire Privée has completed 5 acquisitions, including ACPI Investment Managers, Angel Japan Asset Management and Banque Carnegie Luxembourg. Union Bancaire Privée offers products and services including Wealth Management, Asset Management, and Family Office Services. Union Bancaire Privée operates in a competitive market with competitors including Investec, UBS, Bank of America, Scotiabank and UniCredit, among others.
- Headquarter Geneve, Switzerland
- Founders Edgar de Picciotto
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Sectors
Financial Services
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- Legal Name Union Bancaire Privée, Ubp Sa
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Products & Services of Union Bancaire Privée
Union Bancaire Privée offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Family Office Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Personalized wealth solutions are provided for private clients.
Investment solutions are offered for institutional clients globally.
Tailored financial planning is delivered to family offices.
Funding Insights of Union Bancaire Privée
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Union Bancaire Privée
Union Bancaire Privée has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include ACPI Investment Managers, Angel Japan Asset Management and Banque Carnegie Luxembourg. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment management services are provided to private clients in Switzerland.
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2002 | ||||
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Multi-strategy equity hedge funds are managed from London.
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2001 | ||||
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Diversified investment management services are provided to clients.
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2001 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Union Bancaire Privée
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Union Bancaire Privée Comparisons
Competitors of Union Bancaire Privée
Union Bancaire Privée operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, UBS, Bank of America, Scotiabank and UniCredit, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Financial services are provided globally by UBS for wealth management.
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Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Commercial banking services are provided internationally by Scotiabank.
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Commercial bank
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| domain | founded_year | HQ Location |
Commercial banking services are provided across Switzerland by Zurcher Kantonalbank.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Union Bancaire Privée
Frequently Asked Questions about Union Bancaire Privée
When was Union Bancaire Privée founded?
Union Bancaire Privée was founded in 1969.
Where is Union Bancaire Privée located?
Union Bancaire Privée is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.
Who is the current CEO of Union Bancaire Privée?
Serene El Masri is the current CEO of Union Bancaire Privée.
What does Union Bancaire Privée do?
Union Bancaire Privée (UBP) is focused on wealth and asset management for private and institutional clients. Services are provided across sectors including fixed income, equities, and alternative investments. Personalized solutions are offered through wealth planning and family office services. With a global presence, operations are conducted in over 20 locations worldwide. Responsible investment practices are integrated into the portfolio management approach. Clients are supported with tailored financial strategies and innovative investment solutions.
Who are the top competitors of Union Bancaire Privée?
Union Bancaire Privée's top competitors include Investec, UBS and Scotiabank.
What products or services does Union Bancaire Privée offer?
Union Bancaire Privée offers Wealth Management, Asset Management, and Family Office Services.
How many acquisitions has Union Bancaire Privée made?
Union Bancaire Privée has made 5 acquisitions, including ACPI Investment Managers, Angel Japan Asset Management, and Banque Carnegie Luxembourg.
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