AU
Agustin Urreiztieta
Senior Wealth Planner And Managing Director at Ubp Union Bancaire Privée
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Work Experience
Senior Wealth Planner And Managing Director
Apr 2020 - Present · 4 years and 8 months
Senior Trust Expert And Competence Center Structures
Sep 2018 - Present · 6 years and 3 months
Special Client Situation Competence Center
Dec 2017 - Jul 2018 · 7 months
Company Details
1001-5000 Employees
Union Bancaire Privée is a family-owned company, driven by an entrepreneurial vision, innovation and independence. UBP is one of the most strongly-capitalised private banks. As an asset-management specialist, UBP is committed to providing innovative investment solutions suited to the new market environment, with the highest levels of service quality and transparency. The Bank strives for performance and the preservation of capital, and develops innovative, traditional and alternative product ranges for both private and institutional clients.
Year Founded
1969
Social Media
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Industry
Banking, Commercial and credit banks, quoted shares, Financial and insurance services, Business Services, Currency exchange bureaux, Financial intermediation services, banking, Portfolio management, unit trusts, Private banks and partnerships, unquoted shares, Foreign exchange dealing, banking, International banking
HQ Location
Rue du Rhone 96-98 Geneva, 1211, CH
Keywords
Asset ManagementWealth ManagementPrivate BankingAsset allocationInvestment AdvisoryFund of Hedge FundsFunds AdvisoryEquitiesFixed IncomeForex
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