About Union Bancaire Privée
Union Bancaire Privée is a Financial Services company based in Geneve (Switzerland) founded in 1969 by Edgar de Picciotto. Investment solutions are provided by UBP since 1969. It operates on a Professional Services and Brokerage / Intermediation model. Union Bancaire Privée has completed 5 acquisitions, including ACPI Investment Managers, Angel Japan Asset Management and Banque Carnegie Luxembourg. Its chief executive, as recorded, is Serene El Masri. Its website ubp.com draws about 76 thousand monthly visits. Union Bancaire Privée offers products and services including Wealth Management, Asset Management, and Family Office Services. Its focus areas include Financials, Banking, Private Banking and Asset Management. Its legal entity is Union Bancaire Privée, UBP SA. Its competitors include UBS, Zurcher Kantonalbank and Credit Suisse.
Company details
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.
- Investments & AcquisitionsACPI Investment Managers
& 4 more
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.
Personalized wealth solutions are provided for private clients.
Investment solutions are offered for institutional clients globally.
Tailored financial planning is delivered to family offices.
Apps and channels of Union Bancaire Privée
its YouTube channel UBP - Union Bancaire Privée has 1.86K subscribers and 30 videos.
Videos from Union Bancaire Privée
The most watched videos on Union Bancaire Privée's YouTube channel, UBP - Union Bancaire Privée (1.86K subscribers). Click a video to play it here.
More on UBP - Union Bancaire Privée.
People of Union Bancaire Privée
5 people are tracked at Union Bancaire Privée (5 in leadership).
| Name | Role | Group |
|---|---|---|
Edgar de Picciotto | Ex-Founder | Leadership |
Alonso Perez Kakabadse | Managing Director | Leadership |
Puneet Matta | Managing Director | Leadership |
Serene El Masri | CEO | Leadership |
Adrian Kuenzi | CEO | Leadership |
Complete people profiles for Union Bancaire Privée
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Commercial banking services are offered throughout Europe. | kleinworthambros.com | London, United Kingdom | 1786 | Aug 2024 | •••• | |
Diversified investment management services are provided to clients. | Tokyo, Japan | 2001 | May 2023 | •••• | ||
Investment management services are provided to private clients in Switzerland. | millenniumbp.ch | Geneva, Switzerland | 2002 | Jun 2021 | •••• | |
Multi-strategy equity hedge funds are managed from London. | acpi.com | London, United Kingdom | 2001 | Jul 2018 | •••• | |
Commercial banking services are provided in Luxembourg since 1976. | carnegie.lu | Luxembourg | 1976 | May 2018 | •••• |
Complete acquisition details for Union Bancaire Privée
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Timeline of Union Bancaire Privée
6 dated milestones of Union Bancaire Privée across 55 years, from founding to its latest funding, stage changes and deals.
- Founded Union Bancaire Privée is founded.
- Acquisition Acquires Banque Carnegie Luxembourg.
- Acquisition Acquires ACPI Investment Managers.
- Acquisition Acquires Millennium Banque Priv.
- Acquisition Acquires Angel Japan Asset Management.
- Acquisition Acquires Kleinwort Hambros.
Competitors of Union Bancaire Privée
Union Bancaire Privée has 3 listed competitors in our database. They include UBS, Zurcher Kantonalbank and Credit Suisse.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ubs.com | 1862 | Zurich, Switzerland | 62,537 | Financial services are provided globally by UBS for wealth management. | ||
| zkb.ch | 1870 | Zurich, Switzerland | Commercial banking services are provided across Switzerland by Zurcher Kantonalbank. | |||
| credit-suisse.com | 1856 | Zurich, Switzerland | 37 | Wealth management, asset management, and investment banking services are offered. |
Detailed competitors of Union Bancaire Privée
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Web traffic of Union Bancaire Privée
The website of Union Bancaire Privée (ubp.com) receives about 75.8K visits a month and ranks #494,336 among all websites worldwide, #5,001 in Investing.
- Monthly visits75.8K
▲ 8.1% vs previous month
- Unique visitors28.9K
per month
- Global rank#494,336
among all websites
- Category rank#5,001
Finance · Investing
- Bounce rate42%
- Pages per visit2.1
- Average visit51 sec
- DevicesDesktop 38% · Mobile 62%
Websites whose visitors overlap most with Union Bancaire Privée. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| credit-suisse.com | 100% | 381.5K | #86,663 | View details | |
| rothschildandco.com | 95% | 292.4K | #165,432 | View details | |
| pictet.com | 94% | 243.9K | #161,642 | View details | |
| schroders.com | 91% | 406.4K | #170,746 | View details | |
gspublishing.com | gspublishing.com | 90% | #825,480 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Union Bancaire Privée
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Related news about Union Bancaire Privée
Complete news archive for Union Bancaire Privée
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Frequently Asked Questions about Union Bancaire Privée
Union Bancaire Privée was founded in 1969.
Union Bancaire Privée is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.
Serene El Masri is the CEO of Union Bancaire Privée, as recorded in our data.
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.
Union Bancaire Privée's top competitors include UBS, Zurcher Kantonalbank and Credit Suisse.
Union Bancaire Privée offers Wealth Management, Asset Management, and Family Office Services.
Union Bancaire Privée has made 5 acquisitions, including ACPI Investment Managers, Angel Japan Asset Management, and Banque Carnegie Luxembourg.
Union Bancaire Privée operates through Union Bancaire Privée, Ubp Sa.