Union Bancaire Privée (UBP) is one of Switzerland’s leading and most strongly capitalised private banks. UBP enjoys a strong reputation for client delivery and solutions, and a reputation built up over 30 years within the alternative investment industry. UBP currently manages US$121 billion globally and employs more than 1,300 people throughout 22 locations worldwide. UBP is one of the world’s largest allocators to hedge funds, with US$53 billion invested and a successful track record of generating positive risk-adjusted returns for its clients. UBP’s size and experience give the Bank a significant competitive advantage.
Why UBP?
• Alternative Investments have been a core component of UBP’s portfolios since 1970
• UBP is the world’s second largest allocator to hedge funds according to InvestHedge, and was elected Best Institutional Product Provider, in the HFR European Fund of Hedge Fund Awards in 2007
• UBP has more than 30 years’ experience of investing in hedge funds through various market cycles
• UBP has over 160 dedicated investment professionals within its Alternative Investments Group
• UBP has critical mass, and an unrivalled research process and contact network allowing extensive access to underlying funds
Recognised leader in alternative investments
UBP’s Alternative Investments Group, headed by Jan Frogg, is dedicated to identifying, researching, selecting, investing in and monitoring the world’s best hedge fund managers. UBP aims at constructing portfolios to minimise risk whilst maintaining high returns for its clients. Its size and experience help UBP efficiently construct tailored portfolios to suit the liquidity, volatility, return and correlation parameters requested by clients. UBP has a dedicated team of more than 160 high-calibre investment professionals within the Alternative Investments Group, supported by industry-leading risk-management, operational and structural risk processes.
How UBP aims to achieve clients targets
UBP’s goal is to invest on behalf of its clients with the most prominent money management talent available, and to deliver the best possible risk-adjusted returns.
UBP uses three main building blocks within its Manager Selection Programme:
• Qualitative analysis – key criteria for selecting managers
• Quantitative analysis – in-depth fund-by-fund analysis
• Structural risk assessment – determining the level of non-investment or operational risk
UBP has developed a robust asset allocation model that combines top-down macroeconomics and financial market analysis, with bottom-up insight gained from its extensive experience in investing with single managers.
Unlike many competitors who are either boutiques or a sub-division of a larger firm, UBP Alternative Investments benefits from the resources of the entire Bank. The Group’s perspective on the financial world is broad, open and prepared to take advantage of opportunities in hedge fund investing as they arise. UBP strongly believes that it can continue to build its client base and assets under management without compromising the quality of its service and investment track record.
Products and Services
UBP manages a diverse range of fund of hedge fund investments, through both pooled funds and managed accounts, either of which the Bank believes will deliver the performance and targeted market beta required. UBP has dedicated Portfolio Management and Advisory teams both in Europe and the United States.
Why UBP?
• Alternative Investments have been a core component of UBP’s portfolios since 1970
• UBP is the world’s second largest allocator to hedge funds according to InvestHedge, and was elected Best Institutional Product Provider, in the HFR European Fund of Hedge Fund Awards in 2007
• UBP has more than 30 years’ experience of investing in hedge funds through various market cycles
• UBP has over 160 dedicated investment professionals within its Alternative Investments Group
• UBP has critical mass, and an unrivalled research process and contact network allowing extensive access to underlying funds
Recognised leader in alternative investments
UBP’s Alternative Investments Group, headed by Jan Frogg, is dedicated to identifying, researching, selecting, investing in and monitoring the world’s best hedge fund managers. UBP aims at constructing portfolios to minimise risk whilst maintaining high returns for its clients. Its size and experience help UBP efficiently construct tailored portfolios to suit the liquidity, volatility, return and correlation parameters requested by clients. UBP has a dedicated team of more than 160 high-calibre investment professionals within the Alternative Investments Group, supported by industry-leading risk-management, operational and structural risk processes.
How UBP aims to achieve clients targets
UBP’s goal is to invest on behalf of its clients with the most prominent money management talent available, and to deliver the best possible risk-adjusted returns.
UBP uses three main building blocks within its Manager Selection Programme:
• Qualitative analysis – key criteria for selecting managers
• Quantitative analysis – in-depth fund-by-fund analysis
• Structural risk assessment – determining the level of non-investment or operational risk
UBP has developed a robust asset allocation model that combines top-down macroeconomics and financial market analysis, with bottom-up insight gained from its extensive experience in investing with single managers.
Unlike many competitors who are either boutiques or a sub-division of a larger firm, UBP Alternative Investments benefits from the resources of the entire Bank. The Group’s perspective on the financial world is broad, open and prepared to take advantage of opportunities in hedge fund investing as they arise. UBP strongly believes that it can continue to build its client base and assets under management without compromising the quality of its service and investment track record.
Products and Services
UBP manages a diverse range of fund of hedge fund investments, through both pooled funds and managed accounts, either of which the Bank believes will deliver the performance and targeted market beta required. UBP has dedicated Portfolio Management and Advisory teams both in Europe and the United States.
