UBP IAS owes a fiduciary duty to its clients and a duty to act in the best interests of its clients.

About us

OUR DIFFERENCE IS STRENGTH PAIRED WITH AGILITY

UBP Investment Advisors S.A. (UBP IAS) is a wholly-owned subsidiary of Union Bancaire Privée, an internationally operating Private Banking institution founded in 1969 by Edgar de Picciotto. The vision from the outset was to offer investors an astute 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 and performance over the long term.

2014

Registered with SEC

$650 Mio

Current AUM

100+ Years

Combined Experience

2

Locations

2

Product Types

Global

Investment Focus
Solutions

Dedication
Conviction
Agility
Responsibility

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. UBP IAS registered as an Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) on February 21, 2014.

UBP IAS provides investment advice to individuals, trusts, estates, charitable organizations and other entities that are “U.S. Persons,” as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. citizens and permanent U.S. residents. In addition, UBP IAS also provides advisory services to non-U.S. persons in appropriate circumstances.

Main Services

UBP IAS offers both discretionary portfolio management, where UBP IAS manages client accounts on a fully discretionary basis, and advisory (non-discretionary) portfolio management, where UBP IAS provides broad investment advice and makes recommendations, but the client makes the investment decisions.

Disclaimer


Copyright © 2019 UBP IAS. All rights reserved.

Address Zurich


UBP Investment Advisors S.A.

Bahnhofstrasse 1
8027 Zurich
Switzerland
Tel: +41 22 317 49 40

Address Geneva


UBP Investment Advisors S.A.

Place Camoletti 6
1207 Geneva
Switerzland
Tel: +41 22 317 49 60

Important disclosures UBP IAS is an SEC-registered investment advisor with offices in Zurich and Geneva. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. UBP IAS offers a broad range of investment advisory and wealth management products and services. For a description of our services and fees, please refer to our Form ADV Part 2 Brochure available through the SEC’s website at www.adviserinfo.sec.gov, or contact your advisor for additional information.

The information presented is solely for informational purposes and does not constitute an advertisement, investment advice, research, or a recommendation to pursue a particular strategy or offer to purchase or sell any securities, funds, commodities or other products, nor does it include all the relevant information an investor may wish to consider in making investment decisions. Any strategies or investments discussed do not constitute personalised investment advice, may not be suitable for all investors, do not take into consideration an investor’s specific investment objectives or risk tolerance, and may not be available in all states, countries or jurisdictions. We transact business only in jurisdictions where we are registered, or excluded or exempted from registration.