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EMEA: Maude Hug, Head of Media Relations – [email protected] or Audrey Berladyn, Media Relations Manager – [email protected] ASIA: Dinah Seah, Director, Communications Asia – [email protected] Content ASSET MANAGEMENT 3 US / Japan 8 Institutional Clients 3 Research Asia 8 Investment Strategy Asia 3 Global Emerging 8 Investment Management 3 Research China 8 Macroeconomy 3 Russia / Africa 8 China 3 Energy 8 Investment Strategy 3 Turkey 8 Investment Services 3 Technology 8 Market Heads 4 Alternative & Thematic Investments 9 France 4 Alternative Investments 9 Italy 4 Responsible Investment 9 United-Kingdom 4 Forex 9 Spain 4 Multi-Management & Fund Research 9 Germany 4 Structured products 10 Dubai 4 11 Nordics 4 Zurich 11 Asia 4 Asia 11 Fixed income 5 Dubai 11 Global & Absolute Return 5 Tax & Wealth Planning 12 Convertibles 5 Discretionary Portfolio Management 12 Emerging Markets 6 Multi-Asset 12 Research Asia 6 Equities 7 Swiss & Global 7 European Large Cap 7 European Small- & Mid-Cap 7

Union Bancaire Privée, UBP SA | Speakers list | August 2019 2 | 12 Asset Management

INSTITUTIONAL CLIENTS INVESTMENT MANAGEMENT MACROECONOMY INVESTMENT STRATEGY

Nicolas Faller Michaël Lok Patrice Gautry Norman Villamin Co-CEO Asset Management Co-CEO Asset Management Chief Economist CIO Private Banking Head of Institutional Clients Group Chief Investment Officer & Head of Asset Allocation

Location: Zurich Location: Location: Geneva Location: Zurich Speaks: French/English/German Speaks: French/English Speaks: French/English Speaks: English

Nicolas joined UBP in 2010 as Michaël joined UBP in 2015 as Patrice has been UBP’s Chief Norman has over 20 years’ Head of Sales . He became Co-CEO Asset Management / CIO economist for over 15 years and experience managing wealth both CEO of UBP’s newly created Group. Previously, he was Global has nearly 30 years’ experience in on an advisory and discretionary Institutional Clients division in Head of Asset Management with macro-economics and investment basis for top companies in the May 2013, before being named Crédit Agricole Private Banking. strategy. financial industry. co-CEO of the Asset Management He has over 20 years’ experience division in July 2015. in wealth & asset management. He has over 25 years of experience in banking and finance.

INVESTMENT STRATEGY ASIA CHINA INVESTMENT SERVICES

Michiel Van Voorst Anthony Chan Rencan Tian Edouard Hoepffner Chief Investment Officer, Asian Equities Chief Investment Strategist Asia CEO of UBP Investment Management Head of Investment Services Business (Shanghai) Limited, Chinese Equities Development Location: Location: Hong Kong Location: Shanghai Location: Speaks: English Speaks: English/Cantonese/Mandarin Speaks: English/Chinese/French Speaks: English/French

Michiel leads UBP’s Asian equities Anthony leads the formulation of Rencan is one of the leading Edouard heads Investment team and is responsible for the UBP’s Asia investment strategy executives in the Chinese in Asia, with teams based Asian equity franchise, managing and framework. sector and as such has a strong in Singapore and Hong Kong. funds and client mandates. He is a seasoned investment expertise of the Chinese fund He leads teams of specialists in He has 23 years of broad equity professional and has spent more industry. Equities, Fixed Income, Funds, experience in both developed and than 30 years in the industry. He joined UBP in 2015. Alternatives, Derivatives, Advisory emerging markets. and Discretionary Portfolio Management.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 3 | 12 Asset Management Market Heads

FRANCE UNITED-KINGDOM GERMANY NORDICS

Dominique Leprévots Jean-Luc Eyssautier Peter Richters Henrik Hoffmann-Fischer President UBP Asset Management Head of UK Sales and Marketing Head of Institutional Business Germany Head of Sales Nordics (France) and German speaking Location: London Location: Paris Location: London Location: Zurich Speaks: Danish/English/Norwegian/ Speaks: French/English Speaks: French/English/Spanish Speaks: German/English Swedish

Dominique joined the Group Jean-Luc has over 17 years’ Peter has been with UBP since Henrik is in charge of Nordic sales Union Bancaire Privée in August experience in asset management 2008 and is Head of Institutional (Denmark, Finland, Iceland, Norway 1998 as Managing Director to with a focus on Sales and Business of our Zurich Branch. and Sweden). create the French structure and Marketing. He has more than 15 years of With more than 17 years of work is now president of UBP Asset He currently oversees business experience in the global asset experience in Copenhagen and Management (France) since activities in the UK, Ireland and the management industry. Prior to London, prior to joining UBP in 2003. He has over 25 years of Channel Islands Prior to joining joining UBP, Peter worked for 2017, Henrik was Co-Head of experience in the business of UBP in 2012, he spent several Allianz Global Investors/Dresdner Intelligence at specialist financial institutional management. years in New York, Asia, London Bank Investment Group in consultancy Kirstein A/S in and Paris in sales and investment- Frankfurt. Copenhagen, Denmark, in charge of focused roles. business development and sales.

ITALY SPAIN DUBAI ASIA

Luca Trabattoni Felipe Leria Gonzalez Khurram Akram Ted Holland Head of Sales Italy Head of Sales Spain Head of Institutional Sales MENA CEO Asia and Mediterranean Countries Location: Milan Location: Barcelona Location: Dubai Location: Hong Kong Speaks: Italian/English/French Speaks: Spanish/Catalan/English Speaks: English/French Language: English

Luca joined UBP in 2011 as Head Felipe has been responsible for Khurram joined UBP in 2015 Ted is responsible for growing of Sales Italy and Mediterranean the sales and marketing activity as Head of Institutional Sales the bank’s asset management Countries. Prior to this, he at UBP since early 2006. Prior to for the MENA region. He has business and overseeing the worked for 10 years as Senior his role, he developed his career over 19 years experience is firm’s business development Sales Manager for Italy with the in the private banking business, Global Financial Services. Prior across traditional and alternative Pictet Group. Previous roles having worked for the Swiss to joining UBP, Khurram worked investment solutions for include Relationship Manager banks UBS and . He at JP Morgan, Moore Capital institutional and professional with JP Morgan Fleming Asset has been in the financial industry Management and Lehman investors throughout the Asia Management and Head of since 1998, when he started Brothers amongst others. Pacific region. Ted was previously Marketing & Sales of Real Estate working for Morgan Stanley. Head of Business Development – Funds with BNP Paribas BNL Asia for UBP Asset Management. Fondi Immobiliari.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 4 | 12 Asset Management Fixed income

GLOBAL & ABSOLUTE RETURN

Christel Rendu de Lint Philippe Graub Mohammed Kazmi Olivier Debat Head of Fixed Income Fixed Income – Deputy Head Portfolio Manager, Macro Strategist Senior Investment Specialist

Location: Geneva Location: Geneva Location: London Location: Geneva Speaks: French/English Speaks: French/English Speaks: English Speaks: French/English

Christel has 20 years’ experience Philippe has 15 years’ experience Mohammed joined UBP’s fixed Olivier has over 15 years’ in economics and investments, of in risk analysis and investments, of income team in November 2015 experience in investments, and which 15 as a manager of global which 12 as a manager of credit as a macro strategist. He co- has specialised in fixed income bond portfolios. She has worked and global bond portfolios. formulates the top-down asset strategies with a macroeconomic at the IMF and for the UK Treasury. allocation view as implemented approach. across portfolios. He has 8 years’ experience as a strategist, notably on macro currency and cross- asset class emerging markets.

CONVERTIBLES

Marc Basselier Nicolas Delrue Head of Convertible Bonds Head of Investment Specialists & Investment Specialist Location: Paris Location: Paris Speaks: French/English Speaks: French/English

Marc joined UBP in 2018 from Nicolas heads the Bank’s AXA IM where he headed the investment specialist team. He global and European convertible also specialises in convertible bond strategies team for over bonds for which he is a senior fifteen years, after his previous role investment specialist. Nicolas as convertible arbitrage strategy previously held similar positions fund manager at BFT. at Fortis investments and SG AM Alternative Investments. He joined the Bank in 2010.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 5 | 12 Asset Management Fixed income

EMERGING MARKETS

Denis Girault Karine Jesiolowski Koon Chow Head of Emerging Markets Fixed Income Senior Investment Specialist & Head of EM Macro and FX Strategist Responsible Investment AM Location: Zurich Location: Paris Location: London Speaks: French/English Speaks: French/English Speaks: English

Denis has over 25 years of Karine has over 20 years’ Koon joined UBP’s emerging professional experience within the experience in EM fixed income. markets fixed income team in and financial Prior to joining UBP in 2014, January 2015. industry, including 15 as emerging Karine was an EM Strategist and He has 18 years’ experience markets fixed income specialist. EM Portfolio Manager at CPR AM working on emerging markets. and Rothschild AM. She then held Before joining UBP, he was head of positions as Investment Specialist EM Strategy (local rates and FX) at and Sales and Marketing manager Barclays. Prior to that, he worked at Fortis Investments and BNP for Credit Suisse as strategist for Paribas Investment Partners. EMEA.

RESEARCH ASIA

Anitza Nip Cindy Tan Head of Fixed Income Research, Asia Head of Fixed Income Research, South Asia Location: Hong Kong Location: Singapore Speaks: English/Mandarin/Cantonese Speaks: English/Mandarin

Anitza is responsible for innovating Cindy oversees UBP’s fixed investment opportunities and income recommendations and solutions in fixed income across strategy for South East Asia. the region. She is an experienced Fixed She has extensive experience Income Specialist with more than in fixed income products and 20 years’ experience in the financial has held various senior positions services industry. She has held in different financial institutions senior roles in the fixed income including National Australia Bank, space with EFG Bank International, Société Générale, Standard Bank BSI and RBS Coutts. Asia and Credit Agricole.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 6 | 12 Asset Management Equities

SWISS & GLOBAL EUROPEAN SMALL- & MID-CAP

Martin Moeller Eleanor Taylor Jolidon Charlie Anniss Co-Head of Swiss and Global Equity Co-Head of Swiss and Global Equity Senior Portfolio Manager

Location: Geneva Location: Geneva Location: London Speaks: English/German/French Speaks: French/English/German Speaks: English/French/Spanish

Martin manages Global Equity Eleanor has more than 20 years’ Charlie joined the Pan-European funds and mandates. He has investment experience on the equities team in September 2016 more than 20 years’ experience in sell and buy-side, of which 15 as a Small- and Mid-Cap Senior banking (14 of which he spent with specifically concentrating on the Portfolio Manager. Prior to this, Deutsche Bank) and is specialised Swiss equity market. he worked for 15 years for M&G in the Global, European and Swiss She manages all Swiss funds, Investments where he was a fund equity analysis with a strong bias mandates and products of the manager within the company’s on financials. Bank. equities team.

EUROPEAN LARGE CAP

Robert Jones Rupert Welchman Scott Meech Co-Head of European Equity Co-Head of European Equity Senior Portfolio Manager

Location: London Location: London Location: London Speaks: English Speaks: English Speaks: English

Rob is Co-Head of European Rupert is Co-Head of European Scott has over 23 years’ Equity. He has over 20 years’ Equity and co-manages UBP’s investment experience. Scott investment experience, including impact investing strategy. He has was a founder employee of 14 years as a European equities close to 20 years’ investment Threadneedle, where he managed specialist. experience, as a European equity income funds and UK Equities fund manager. institutional portfolios.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 7 | 12 Asset Management Equities

US / JAPAN GLOBAL EMERGING RUSSIA / AFRICA TURKEY

Cédric Le Berre Mathieu Nègre Pavel Laberko Eli Koen Senior Analyst Head of Global Emerging Equities Fund Manager Head of Emerging Europe Equity

Location: Geneva Location: London Location: London Location: London Speaks: French/English/Mandarin Speaks: French/English Speaks: English/Russian Speaks: English/Turkish

Cédric has more than 13 years’ Mathieu has over 17 years’ Pavel has more than 20 years’ Eli has over 25 years’ investment experience in fund research and experience in portfolio experience as a specialist in experience; he specialises in is responsible for representing our management and investments, Russian finance, including close emerging equities – and more range of external managers. including 14 years covering to 15 years in equity asset specifically Emerging Europe. He is specialized in US and Emerging Markets. management. He joined UBP in 2010. Japanese equities. He is the Head of UBP’s Global In addition to Russia, he also Emerging Equities team. covers CIS countries, several African markets, Brazil and Chile.

RESEARCH ASIA RESEARCH CHINA ENERGY TECHNOLOGY

Kieran Calder Katherine Chan Névine Pollini Julien Leegenhoek Head of Equities Research Asia Greater China Equity Analyst Equity Analyst Equity Analyst & Advisor

Location: Singapore Location: Hong Kong Location: Geneva Location: Geneva Speaks: English Speaks: English/Cantonese/Mandarin Speaks: French/English/Arabic Speaks: French/English

Kieran leads the Equities Katherine is responsible for the Névine joined UBP in 2002. Julien arrived at UBP in Research team in Asia and is coverage of Hong Kong, China She is a senior financial analyst November 2017. responsible for regional stock and Taiwan equity markets. with over 20 years’ experience He has 10 years of experience market coverage. She has 14 years of sell-side in investment. She assumes as a Technology Equity Analyst He worked for more than 15 research experience. She joined coverage of all the energy sector. having previously held similar years in financial markets in Asia UBP from Nomura International positions at Indosuez and including Japan, on both the where she was an Executive Lombard Odier Investment institutional sell-side and buy-side, Director, Research Analyst with Managers. before entering the private wealth a primary focus on the HK/China industry. consumer sector.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 8 | 12 Asset Management Alternative & Thematic Investments

MULTI-MANAGEMENT ALTERNATIVE INVESTMENTS & FUND RESEARCH

Effie Datson Olivier Marion John Argi Didier Chan Voc Chun Head of Hedge Funds Head of Business Development Senior Advisor Head of Multi-Management Funds & Senior Investment Specialist Research Location: London/Geneva Location: Geneva Location: Geneva Location: Geneva Speaks: English Speaks: French/English Speaks: French/English/Italian Speaks: French/English

Effie joined UBP in 2018. She has Olivier, who joined UBP in John joined UBP in January 2008. Didier Didier has close more than 25 years’ experience in 2013, oversees new product He has been an active member of to 20 years’ experience in the industry with major developments and leads business the investment team, alternately fund/manager research. banks and financial institutions, expansion efforts and marketing in New York and Geneva. Since He is in charge of the selection of including Goldman Sachs and activities for UBP’s Alternative 2015, he has been an alternative our external fund managers. Deutsche Bank, as well as high- Investments department. He investments advisor as well profile allocators and quantitative has 15 years’ experience in the as contributing to business He was previously the CIO of hedge funds and CTAs. alternatives industry. development. He has 12 years the Multi-Management division of experience in the alternatives at Fortis Investments where he industry. managed several award-winning funds.

RESPONSIBLE INVESTMENT FOREX

Victoria Leggett Jason Ulrich Peter Kinsella Olivier Doleires Head of Impact Investing & Portfolio Head of Responsible Investment Global Head of Forex Strategy Head of Currency Management Manager Private Banking Location: London Location: Zurich Location: London Location: Geneva Speaks: English Speaks: English/German Speaks: English Speaks: French/English

Victoria joined UBP in 2010 as Jason is the Head of Responsible Peter has 14 years’ experience Olivier joined UBP in 2014 after a portfolio manager and has 15 Investment at UBP, focusing on in forex. He joined UBP in 2018 spending 15 years at Pictet Asset years of investment experience. delivering investment services from the Commonwealth Bank Management. Among his roles, She previously worked as a for Private Banking clients. He of Australia in London where he notably worked in London and European Equity Analyst at has over 20 years’ experience he was Director of International Geneva where he held several Threadneedle and started her in the Rates & FX Strategy. Prior to that positions as an Investment career in Corporate Finance. industry, including responsibility he spent several years in Asset Manager, initially in the Multi- for discretionary and advisory Management notably as Head of Asset and Total-Return unit and services as well as product and Emerging Market Research with subsequently in the Asian Equity business development at Coutts Commerzbank and as forex and Long/Short team where his focus International. derivatives trader with Pioneer was on ASEAN countries. Investments.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 9 | 12 Asset Management

STRUCTURED PRODUCTS

Giuseppe Caltabiano Jason Lee Global Head of Structured Products Head of Structured Products Asia

Location: Zurich Location: Hong Kong Speaks: German/English/French Speaks: English/Mandarin/Cantonese

Giuseppe joined UBP in Jason has extensive experience December 2011 from ABN Amro in financial services, and extensive as a senior product specialist for knowledge in structured products Structured and Derivatives. and derivatives. He has held Since February 2012 he has senior positions in structured been the head of the Structured products in Bank of America- Products team and is responsible Merrill Lynch, ABN AMRO and for the coordination of the Bank’s Macquarie Bank. structured products offering.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 10 | 12 Private Banking

ZURICH DUBAI

Adrian Künzi Mohamed Abdellatif CEO UBP Zurich CEO UBP Middle East

Location: Zurich Location: Dubai Speaks: German/English/French Speaks: English

Adrian joined UBP in 2018 as Mohamed joined UBP in 2012, CEO Private Banking Zurich and assumed management and and Head of the Northern operational responsibility for the Europe Region. With over 20 Dubai office in September 2015, years of experience, he has serving also as a Board Member solid knowledge of both asset of UBP Middle East. He has over management and private banking. 19 years of experience looking after Prior to joining UBP, he had been the assets of private banking clients, CEO of Notenstein La Roche having worked in senior positions in SA since 2012. various private banking institutions.

ASIA

Michael Blake Eric Morin Ranjit Khanna CEO Private Banking Asia Head of North Asia Head of South Asia

Location: Singapore Location: Hong Kong Location: Singapore Speaks: English/Mandarin Speaks: English/French Speaks: English

Michael is responsible for Eric is Market Head for the North Ranjit is responsible for driving managing and developing UBP’s Asia region at UBP. the strategic growth agenda for private banking business in Asia. Based in Hong Kong, he is UBP’s South East Asian business Previously, he was CEO of Coutts responsible for growing the bank’s covering Singapore, Indonesia, International, leading its global North Asia business sales force, Malaysia and Thailand. In addition, wealth management business, covering Hong Kong, Taiwan, Ranjit also leads the Non Resident until it was acquired by UBP China and the Philippines, to Indian segment across Asia and in 2016. enhance its position as a leader in the Middle East. wealth management.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 11 | 12 Private Banking

TAX & WEALTH PLANNING

Bertrand Binggeli Jan van Bueren Fan Choi Faye Ong Co-Head Tax and Wealth Planning Global Head Family Office Advisory Head of Wealth Planning, North Asia Head of Wealth Planning, South Asia

Location: Geneva Location: Zurich Location: Hong Kong Location: Singapore Speaks: French/English Speaks: English/German/Dutch Speaks: English/Cantonese/Mandarin Speaks: English/Mandarin

Bertrand is UBP’s co-Head of Tax Jan is UBP’s Global Head of Fan is the Head of Wealth Faye is charged with building a and Wealth Planning. Family Office Advisory. He is a Planning, North Asia. Wealth Planning proposition that Bertrand is a legal specialist with tax lawyer by profession and She advises clients on wealth will allow UBP to provide in-depth extensive experience advising has over 20 years’ experience in planning issues as well as the guidance for clients in the region, UHNWI. advising UHNW families, with a establishment and ongoing which include complex structuring focus on all family office-related services, private label funds, family He joined the Bank in 2001. administration of trust and topics. He is also the co-founder fiduciary structures, and risk governance advisory, philanthropy, of UBP’s FOSS Family Office management. insurance, cross-border and Advisory service. He joined the relocation services and private Bank in 2006. client legal services.

DISCRETIONARY PORTFOLIO MANAGEMENT MULTI-ASSET

Norman Villamin Paras Gupta Aman Dhingra CIO Private Banking Head of Discretionary Portfolio Head of Multi-Asset Research Asia & Head of Asset Allocation Management Asia Location: Zurich Location: Singapore Location: Singapore Speaks: English Speaks: English Speaks: English

Norman has over 20 years’ Paras is responsible for leading Aman heads the Multi-Asset experience managing wealth both the DPM teams in Singapore Research team in Asia. on an advisory and discretionary and Hong Kong in managing With over 15 years of experience, basis for top companies in the discretionary portfolios for ultra- Aman is responsible for financial industry. high net worth clients and tailored researching and selecting portfolios across asset classes to products including long only clients in the region. funds, UCITS alternatives, offshore He has over 15 years of hedge funds, structured products experience in banking and wealth and derivatives, exchange traded management. funds (ETFs), and real estate offerings for private banking clients.

Union Bancaire Privée, UBP SA | Speakers list | August 2019 12 | 12