Brandon Wong

These four key values of UBP resonate with me as a Senior Private Banker with over 16 years of experience in Wealth Management and Investments.

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service. To this day, we continue to apply our forward-looking vision, our entrepreneurial spirit and our leading investment expertise to offer our clients significant added value and performance over the long term.

Today, UBP stands among the leaders in the field of wealth management in Switzerland. It continues to expand both in its home market and abroad, consistently stepping up its private banking activities and reinforcing its asset management capabilities. In the last six years, the Bank has acquired Coutts (the international private banking division of Royal Bank of Scotland) and the international private banking businesses of Lloyds, as well as the Swiss subsidiary of the ABN AMRO group.

With assets under management of CHF 126.8 billion as at the end of December 2018 and a professional, global workforce of around 1,781 people, Union Bancaire Privée is a major player in the wealth-management industry.

The Bank sets itself apart with its financial robustness, which is thanks to careful risk management and conservative balance sheet oversight. With a Tier 1 ratio of 26.6% – well above the regulatory requirements –, UBP ranks among the most strongly capitalised Swiss banks.

In January 2019 the rating agency Moody’s assigned UBP a long-term deposit rating of Aa2 with stable outlook. This high-grade rating is an endorsement of UBP’s ongoing solidity.

Education

• Doctor of Philosophy (PhD) Alliance Manchester Business School (2002 — 2006)
• Bachelor of Science (B.Sc.) University of Manchester Institute Science & Technology (1997 — 2000)