asset management – macro & investment strategy · asset management – macro & investment...
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Asset management – Macro & Investment Strategy
Co-CEO Asset Management
Nicolas FallerHead of Institutional ClientsNicolas Faller joined UBP in 2010 as Head of Sales Europe. He became CEOof UBP’s newly created InstitutionalClients division in May 2013, before beingnamed co-CEO of the Asset Management division in July 2015. He has over 25 years of experience inBanking and Finance.He speaks French/English/German.
Co-CEO Asset Management
Mikael LokHead of Investment Management
Mikael Lok joined UBP in 2015 asCO-CEO Asset Management / CIOGroup. Previously, he was GlobalHead of Asset Management withCrédit Agricole Private Banking. He has over 20 years’ experience inwealth & asset management.He speaks French/English.
Norman VillaminHead of Investment ServicesNorman Villamin is head of InvestmentServices.
He has over 20 years’ experience managing wealth both on anadvisory and discretionary basis for topcompanies in the financial industry.He speaks English.
Investment Strategy
Jean-Sylvain PerrigChief Investment OfficerJean-Sylvain has over 20 years’ experience in discretionary portfoliomanagement, investment strategyand asset allocation and has strongexpertise in equity research.He joined the Bank in 2002.He speaks French/English.
Macroeconomy
Patrice Gautry Chief economistPatrice has been UBP’s Chief economistfor over 15 years and has nearly 30 years’ experience in macro-economics and investment strategy. He speaks French/English.
Investment Services Multi-Management & Fund Research
Didier Chan Voc ChunHead of LO Funds ResearchDidier has over 15 years' experiencein fund/manager research. He is in charge of the selection of ourexternal fund managers.Didier was previously the CIO of the Multi-Management division at FortisInvestments where he managed several award-winning funds. He speaks French/English.
kÉÉÇ=bñéÉêí=fåëáÖÜí\UBP specialists provide you with their economic views and investment convictions, and answer your questions
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Zurich
Zurich
Geneva Geneva
Geneva Geneva
Thibault CollePortfolio manager/Credit Analyst
Thibault co-manages non-financial positions across portfolios at UBP and has 5 years’ experience as a creditanalyst and strategist.He speaks French/English.
Global and absolute return
Christel Rendu de Lint Head of Fixed IncomeChristel has 20 years’ expe-rience in economy and investments and is a specialistof developed bond markets.She has worked at the IMFand for the UK Treasury.She speaks French/English.
Fund Managers by Asset Class
Fixed Income
High-YieldGlobal and absolute return
Olivier Debat Senior Investment SpecialistOlivier has 15 years’ expe-rience in investments, andhas specialized in fixedincome strategies, with afocus on investment-gradeand high-yield credit products. He speaks French/English.
Emerging markets
Denis GiraultHead of Emerging MarketsFixed IncomeDenis has over 25 years of professional experience within the investment banking and financial industry,including 15 as emergingmarkets fixed income specialist.He speaks French/English.
Emerging Markets
Koon ChowEM Macro and FX StrategistKoon Chow joined UBP’semerging markets fixed income team in January 2015. He has 18 years’ experienceworking on emerging markets.Prior to joining UBP, he washead of EM Strategy (localrates and FX) at Barclays. Priorto that, he worked for CreditSuisse as strategist for EMEA.
He speaks English.
EM Fixed Income
Karine JesiolowskiSenior Investment Specialist
Karine is an Investment Specia-list for EM fixed income with22 years’ experience. She joined the Bank in 2014.Prior to joining UBP, Karine wasan EM Strategist and EM PortfolioManager at CPR AM and Rothschild AM. She then held positions as Investment Specialistand Sales and Marketing managerat Fortis Investments and BNP Paribas Investment Partners. She speaks French/English.
Geneva
London Zurich
GenevaGeneva Zurich
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Convertibles
Jean-Edouard Reymond Head of ConvertiblesJean-Edouard has more than20 years’ experience in themanagement of convertiblebonds funds, and 27 years’experience in portfolio mana-gement with convex profile. He speaks French/English.
Convertibles
Nicolas DelrueHead of Investment Specialists,and Investment SpecialistConvertible BondsNicolas Delrue heads theBank’s investment specialistteam. He also specialises inconvertible bonds for which he is a senior investment specialist. Nicolas previouslyheld similar positions at Fortisinvestments and SG AM Alternative Investments. He joined the Bank in 2010.He speaks French/English.
Paris Paris
Fund Managers by Asset Class (cont.)
European Equities
Rupert Welchman Fund ManagerRupert has 18 years of investment experience, as a European Equities fund manager. He is part of the EuropeanEquities team, specializing in Financials and IT. He speaks English.
Swiss & Global Equities
Eleanor Taylor Jolidon Head of Swiss EquityEleanor has more than 20 years’ investment experience on thesell and buy-side, of which15 specifically concentrating onthe Swiss equity market. Eleanor manages all Swissfunds, mandates and productsof the Bank.She speaks French/English/German.
Global Emerging Equities
Mathieu NègreHead of Global EmergingEquitiesMathieu has over 17 years’ experience in portfolio management and invest-ments, including 14 years covering Emerging Markets. He’s the Head of UBP’sGlobal Emerging Equities team.He speaks French/English.
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Swiss & Global Equities
Martin MoellerHead of Global Equity
Martin manages Global Equityfunds and mandates. He hasmore than 20 years’ experiencein banking (14 of which he spentwith Deutsche Bank) and is spe-cialised in the Global, Europeanand Swiss equity analysis with astrong bias on financials.He speaks English/German/French.
London
Geneva
European & Emerging Equities
Jean-Luc Eyssautier Investment SpecialistJean-Luc has over 15 years’experience in asset manage-ment with a focus on Europeanand emerging market equitystrategies.He speaks French/English/Spanish.
London
Geneva
Turkish Equities
Eli KoenHead of Emerging EuropeEquityEli has over 25 years’ invest-ment experience; he specialisesin emerging equities – andmore specifically Emerging Europe.He joined UBP in 2010.He speaks English/Turkish.
LondonLondon
Scott MeechSenior Portfolio ManagerScott has over 23 years’ investment experience.Scott was a founder employee of Threadneedle,where he managed equityincome funds and UK institutional portfolios. He speaks English.
European Equities European Equities
Robert Jones Senior Portfolio ManagerRob has some 20 years’investment experience, including 14 years as a European equities specialist.He speaks English.
London London
Fund Managers by Asset Class (cont.)
Yves GunternHead of Liquid Alternative InvestmentsYves Guntern is Head of Liquid Alternative Investments and responsi-ble for Partnerships with single HF managers as well as Business Development. He has over 15 years’ experience inthe financial sector and alternative investments. He joined UBP in 2010.He speaks French/English.
Alternative Investments
David BiaseCIO, Head of HF InvestmentsDavid Biase has been head of UBP’sAlternatives Investment team sinceMay 2014. He was previously Head ofPortfolio Management within UBP Alternative Investments division. David has 20 years’ experience in trading, managing money and runninginvestment businesses.He speaks English.
Alternative Investments
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New York
Chinese Equities & fixed income
Tian RencanCEO of UBP Investment Management (Shanghai) LimitedTian is CEO of UBP Investment Management (Shanghai) Limited. Tian Rencan is one of the leadingexecutives in the Chinese financialsector and as such has a strong expertise of the Chinese fund indus-try. Tian Rencan joined UBP in 2015.He speaks French/English/Chinese.
Shanghai Geneva
Russian Equities
Pavel Laberko Fund ManagerPavel has more than 19 years’ experience as a specialist inRussian finance, including morethan 11 years in equity asset management. Pavel covers not only Russia, butalso CIS countries such asUkraine, Kazakhstan and Georgia. He speaks English/Russian.
US / Japanese equities
Cédric Le Berre Senior AnalystCédric has more than 13 years’ experience in fundresearch and is responsiblefor representing our range ofexternal managers. He is specialized in US and Japanese equities. He speaksFrench/English/Mandarin.
London Geneva
Asian Equities
Andrew TongCIO Asia/CEO TaiwanAndrew has over 25 years ofinvestment experience in the Asia &Japan markets.
He is CIO Asia and headingthe Asian Equity investment team. He speaks English/Mandarin.
Taiwan
Asian Equities
Christopher ChuFund managerChristopher is a fund managerfor Asian Equities based inHong Kong. He has extensiveinvestment experience withboth buy and sell-side firms.
Christopher joined UBP in2014He speaks English/Chinese.
Hong Kong
Equity Analysts by MSCI Sector
Consumer Discr. & Cons. Staples
Claudio BorrelliHead of Global Equity ResearchClaudio is a senior financial analyst with over 15 years’ experience in investments.Covering all of the sub-sectors on a global basis,he has built an extensive knowledge of numerouscompanies worldwide and masters the drivers behind each industry.He speaks French/English/Italian.
Information Technology & Telecom
Olivier Good, CFA Equity AnalystOlivier is a senior financial analyst covering the Information Technology, Media and Telecom industries (TMT), with over 15 years’ experience. He speaks French/English/German.
Energy & Utilities
Erasmo RodriguezEquity AnalystErasmo is a senior financial analyst, covering the energy and utilities sector. He manages the UBP Global Energy Basket. Erasmo has over 30 years' experience in investment, including over 15 years as anenergy, utilities and commodities (oil, naturalgas) specialist. He speaks Spanish/French/English.
Materials, Base Metals, Agriculture & Industrials
Névine PolliniEquity AnalystNévine is a senior financial analyst. She assumes coverage of the globalbasic materials sector (metals, mining &steel, chemicals and pulp & paper) andcommodities (soft commodities, basemetals and precious metals). She has 20 years’ experience in investment. She speaks French/English/Arabic.
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Geneva Geneva
Geneva Geneva
Healthcare
Carlos UngilEquity Analyst
Carlos Ungil is currently a financial analyst covering the global healthcaresector. He joined UBP in 2008 as aquantitative risk analyst. Prior to joiningthe financial sector, Carlos spent 6 yearsat CERN, the European Organisation forNuclear Research.He speaks French/English.
Geneva
All questions and queries concerning UBP’s corporate strategy and organisation will be answered by Corporate Communications.
Bernard Schuster, Head of Corporate Communications – [email protected] Maude Hug, Group Media and PR Manager – [email protected]
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Bertrand BinggeliCo-Head Tax and Wealth PlanningBertrand Binggeli is UBP’s co-Headof Tax and Wealth Planning. Bertrand is a legal specialist with extensive experience advisingUHNWI.He joined the Bank in 2001.He speaks French/English.
Jan Van BuerenHead Tax and Wealth Planning for Zurich & BaselJan van Bueren is UBP’s Head of Tax and Wealth Planning for Zurichand Basel. Jan has 9 years’ expe-rience in thefinancial sector, speciali-sing in taxes and wealth planning. Jan is a legal specialist with extensiveexperience advising UHNWI.He is also the co-founder of FOSS Family Office Services Switzerland.He joined the Bank in 2006.He speaks English/German/Dutch.
Michel LonghiniCEO Private BankingMichel Longhini joined UBP in 2010. He has more than 27 years’ expe-rience in private banking. Michel has been a member of theexecutive committees of various well-known private banking institutions for the past 15 years.He speaks French/English/Italian.
Private Banking
Geneva Geneva Zurich