Need Expert Insight?
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NOVEMBER 2020 NEED EXPERT INSIGHT? UBP specialists provide you with their economic views and investment convictions, and answer your questions. All questions and queries concerning UBP’s corporate strategy and organisation will be answered by Corporate Communications. EMEA: Maude Hug, Head of Media Relations – [email protected] or Audrey Berladyn, Media Relations Manager – [email protected] ASIA: Jenny Lai, Head of Media Relations Asia and Communications Manager Hong Kong – [email protected] Content ASSET MANAGEMENT 3 Equities 7 Institutional Clients 3 Swiss & Global 7 Investment Strategy 3 European Small- & Mid-Cap 7 Investment Management 3 US / Japan 7 China 3 Research Asia 7 Macroeconomy 3 Research China 7 Investment Services 3 Energy 7 Investment Strategy 3 Responsible Investment 8 Market Heads 4 Responsible Investment AM 8 France 4 Responsible Investment WM 8 Italy 4 Impact Investing 8 United-Kingdom 4 Alternative & Thematic Investments 9 Spain 4 Alternative Investments 9 Germany 4 Forex 9 Dubai 4 Multi-Management & Fund Research 9 Asia 4 WEALTH MANAGEMENT 10 Fixed income 5 Zurich 10 Global & Absolute Return 5 Asia 10 Convertibles 5 Dubai 10 Emerging Markets 6 Wealth Planning 11 Research Asia 6 Discretionary Portfolio Management 11 Multi-Asset 11 Union Bancaire Privée, UBP SA | Speakers list | November 2020 2 | 11 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 Wealth Management Head of Institutional Clients Group Chief Investment Officer & Head of Asset Allocation Location: Zurich Location: Geneva 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 Europe. 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 CHINA INVESTMENT SERVICES Marco Pabst Rencan Tian Edouard Hoepffner Chief Investment Officer London CEO of UBP Investment Management Head of Investment Services Business (Shanghai) Limited, Chinese Equities Development Location: London Location: Shanghai Location: Singapore Speaks: English/German Speaks: English/Chinese/French Speaks: English/French Marco joined UBP as Chief Rencan is one of the leading Edouard heads Investment Investment Officer for London in executives in the Chinese financial Services in Asia, with teams based 2018 from ACPI. He has over sector and as such has a strong in Singapore and Hong Kong. 20 years of experience in expertise of the Chinese fund He leads teams of specialists in investment management and industry. Equities, Fixed Income, Funds, research. He joined UBP in 2015. Alternatives, Derivatives, Advisory and Discretionary Portfolio Management. Union Bancaire Privée, UBP SA | Speakers list | November 2020 3 | 11 Asset Management Market Heads FRANCE UNITED-KINGDOM GERMANY Dominique Leprévots Jean-Luc Eyssautier Peter Richters President UBP Asset Management Head of UK Sales and Marketing Head of Institutional Business Germany (France) and German speaking Switzerland Location: Paris Location: London Location: Frankfurt Speaks: French/English Speaks: French/English/Spanish Speaks: German/English Dominique joined the Group Jean-Luc has over 17 years’ Peter has been with UBP since Union Bancaire Privée in August experience in asset management 2008 and is Head of Institutional 1998 as Managing Director to with a focus on Sales and Business of our Zurich Branch. create the French structure and Marketing. He has more than 15 years of is now president of UBP Asset He currently oversees business experience in the global asset Management (France) since activities in the UK, Ireland and the management industry. Prior to 2003. He has over 25 years of Channel Islands Prior to joining joining UBP, Peter worked for experience in the business of UBP in 2012, he spent several Allianz Global Investors/Dresdner institutional management. years in New York, Asia, London Bank Investment Group in and Paris in sales and investment- Frankfurt. focused roles. 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 at as Head of Institutional Sales the bank’s asset management Countries. Prior to this, he UBP since early 2006. Prior to his for the MENA region. He has business and overseeing the worked for 10 years as Senior role, he developed his career in over 19 years experience is firm’s business development Sales Manager for Italy with the the wealth management 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 Credit Suisse. 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 | November 2020 4 | 11 Asset Management Fixed income GLOBAL & ABSOLUTE RETURN Philippe Gräub Mohammed Kazmi Olivier Debat Head of Fixed Income Portfolio Manager, Macro Strategist Senior Investment Specialist Location: Geneva Location: London Location: Geneva Speaks: French/English Speaks: English Speaks: French/English Philippe has 15 years’ experience Mohammed joined UBP’s fixed Olivier has over 15 years’ in risk analysis and investments, of income team in November 2015 experience in investments, and which 12 as a manager of credit as a macro strategist. He co- has specialised in fixed income and global bond portfolios. formulates the top-down asset strategies with a macroeconomic 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 | November 2020 5 | 11 Asset Management Fixed income EMERGING MARKETS Denis Girault Thomas Christiansen Karine Jesiolowski Head of Emerging Markets Fixed Income Deputy Head EM Fixed Income Senior Investment Specialist & Head of Responsible Investment AM Location: Zurich Location: London Location: Paris Speaks: French/English Speaks: Danish/English Speaks: French/English Denis has over 25 years of Thomas has 15 years of industry Karine has over 20 years’ professional experience within the experience, with 7 years as an experience in EM fixed income. investment banking and financial Emerging market fixed income Prior to joining UBP in 2014, industry, including 15 as emerging fund manager. Prior to joining UBP Karine was an EM Strategist and markets fixed income specialist. in 2017, he worked as an EM EM Portfolio Manager at CPR AM Debt portfolio manager at Nordea and Rothschild AM. She then held Asset Management and BlackRock positions as Investment Specialist Financial Management before that. and Sales and Marketing manager at Fortis Investments and BNP Paribas Investment Partners. 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