JANUARY 2021

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 – [email protected] Content Media policy 1 Equities 7 Swiss & Global 7 ASSET MANAGEMENT 3 Research Asia 7 Institutional Clients 3 Research China 7 Investment Strategy 3 European Small- & Mid-Cap 7 Investment Management 3 US / Japan 7 China 3 Macroeconomy 3 Responsible Investment 8 Investment Services 3 Responsible Investment AM 8 Investment Strategy 3 Impact Investing 8 Market Heads 4 Alternative & Thematic Investments 9 France 4 Alternative Investments 9 Italy 4 Multi-Management & Fund Research 9 United-Kingdom 4 Forex 9 Spain 4 10 Germany 4 Zurich 10 Dubai 4 Asia 10 Asia 4 Dubai 10 Fixed income 5 Wealth Planning 11 Global & Absolute Return 5 Discretionary Portfolio Management 11 Convertibles 5 Multi-Asset 11 Emerging Markets 6 Responsible Investment WM 11 Research Asia 6

Union Bancaire Privée, UBP SA | Speakers list | January 2021 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: 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 . 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: 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 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 | January 2021 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 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 . 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 | January 2021 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 | January 2021 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. 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 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 | January 2021 6 | 11 Asset Management Equities

SWISS & GLOBAL EUROPEAN SMALL- & MID-CAP US / JAPAN

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

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

Martin manages Global Equity Eleanor has more than 20 years’ Charlie joined the Pan-European Cédric has more than 13 years’ funds and mandates. He has investment experience on the equities team in September 2016 experience in fund research and more than 20 years’ experience in sell and buy-side, of which 15 as a Small- and Mid-Cap Senior is responsible for representing our banking (14 of which he spent with specifically concentrating on the Portfolio Manager. Prior to this, range of external managers. Deutsche Bank) and is specialised Swiss equity market. he worked for 15 years for M&G He is specialized in US and in the Global, European and Swiss She manages all Swiss funds, Investments where he was a fund Japanese equities. equity analysis with a strong bias mandates and products of the manager within the company’s on financials. Bank. equities team.

RESEARCH ASIA RESEARCH CHINA

Kieran Calder Katherine Chan Head of Equities Research Asia Greater China Equity Analyst

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

Kieran leads the Equities Katherine is responsible for the Research team in Asia and is coverage of Hong Kong, China responsible for regional stock and Taiwan equity markets. market coverage. She has 14 years of sell-side He worked for more than 15 research experience. She joined years in financial markets in Asia UBP from Nomura International including Japan, on both the where she was an Executive institutional sell-side and buy-side, Director, Research Analyst with before entering the private wealth a primary focus on the HK/China industry. consumer sector.

Union Bancaire Privée, UBP SA | Speakers list | January 2021 7 | 11 Asset Management Responsible Investment

RESPONSIBLE INVESTMENT AM IMPACT INVESTING

Karine Jesiolowski Victoria Leggett Rupert Welchman Yvan Delaplace Senior Investment Specialist & Head of Head of Impact Investing & Portfolio Portfolio Manager Impact Equities Investment Specialist & Fund Analyst Responsible Investment AM Manager Location: Paris Location: London Location: London Location: Zurich Speaks: French/English Speaks: English Speaks: English Speaks: French/English

Karine has over 20 years’ Victoria joined UBP in 2010 as Rupert is Portfolio Manager Yvan is a fund analyst and an experience in EM fixed income. a portfolio manager and has 15 and co-manages UBP’s impact investment specialist for UBP’s Prior to joining UBP in 2014, years of investment experience. investing strategy. He has close to Impact platform. He joined UBP in Karine was an EM Strategist and She previously worked as a 20 years’ investment experience, November 2015 as fund analyst EM Portfolio Manager at CPR AM European Equity Analyst at as a European Equities fund and portfolio manager. He has and Rothschild AM. She then held Threadneedle and started her manager. over 20 years of experience as positions as Investment Specialist career in Corporate Finance. a quantitative analyst, portfolio and Sales and Marketing manager manager and sales manager. at Fortis Investments and BNP Paribas Investment Partners.

IMPACT INVESTING

Mathieu Nègre Eli Koen Simon Pickard Scott Meech Portfolio Manager Emerging Market Portfolio Manager Emerging Market Chair of the Impact Senior Portfolio Manager Impact Equities Impact Equities Investment Committee Location: London Location: London Location: Geneva Location: London Speaks: French/English Speaks: English/Turkish Speaks: English/French Speaks: English

Mathieu has over 17 years’ Eli has over 25 years’ investment Simon joined UBP in 2019 as a Scott has over 23 years’ experience in portfolio experience; he specialises consultant to the impact investing investment experience. Scott management and investments, in emerging equities and strategies. He has over 20 years’ was a founder employee of including 14 years covering co-manages UBP’s impact of investment experience, primarily Threadneedle, where he managed Emerging Markets. Emerging Market strategy. as a portfolio manager in emerging equity income funds and UK He is the Head of UBP’s Global He joined UBP in 2010. markets, and now devotes himself institutional portfolios. Emerging Equities team and full-time to impact investing. co-manages UBP’s impact Emerging Market strategy.

Union Bancaire Privée, UBP SA | Speakers list | January 2021 8 | 11 Asset Management Alternative & Thematic Investments

ALTERNATIVE INVESTMENTS

Kier Boley John Argi Zuhair Khan Fredrik Langenskiöld Co-Head and CIO of UBP Alternative Head of Business Development Senior Fund Manager, Japanese Senior Investment Specialist Investment Solutions Long/Short Equities Location: London Location: Geneva Location: Tokyo Location: Geneva Speaks: English Speaks: French/English/Italian Speaks: English/Japanese/Urdu/Hindi Speaks: French / English

Kier joined UBP in April 2020 John joined UBP in January 2008. Zuhair joined UBP in 2019 as Fredrik is a Senior Investment as Co-Head and CIO of UBP He has been an active member of portfolio manager of Japanese Specialist for Alternative Alternative Investment Solutions. the investment team, alternately Long/Short equities. His previous Investments, advising both private He previously spent 20 years at in New York and Geneva. Since strategy research focused on and institutional clients on their GAM, where he was Head of 2015, he has been an alternative corporate governance reform, investments in the alternative investments. investments advisor as well shareholder activism and Event universe. He has over 15 years of as contributing to business Driven strategies. He has over 20 experience in the alternatives development. He has 12 years years of experience in the asset industry. of experience in the alternatives management industry. industry.

MULTI-MANAGEMENT & FUND RESEARCH FOREX

Didier Chan-Voc-Chun Peter Kinsella Olivier Doleires Head of Multi-Management and Global Head of Forex Strategy Head of Currency Management Fund Research Location: Geneva Location: London Location: Geneva Speaks: French/English Speaks: English Speaks: French/English

Didier Didier has close Peter has 14 years’ experience Olivier joined UBP in 2014 after to 20 years’ experience in in forex. He joined UBP in 2018 spending 15 years at Pictet Asset fund/manager research. from the Commonwealth Bank Management. Among his roles, He is in charge of the selection of of Australia in London where he notably worked in London and our external fund managers. he was Director of International Geneva where he held several He was previously the CIO of Rates & FX Strategy. Prior to that positions as an Investment the Multi-Management division he spent several years in Asset Manager, initially in the Multi- at Fortis Investments where he Management notably as Head of Asset and Total-Return unit and managed several award-winning Emerging Market Research with subsequently in the Asian Equity funds. Commerzbank and as forex and Long/Short team where his focus derivatives trader with Pioneer was on ASEAN countries. Investments.

Union Bancaire Privée, UBP SA | Speakers list | January 2021 9 | 11 Wealth Management

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

ASIA

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

Union Bancaire Privée, UBP SA | Speakers list | January 2021 10 | 11 Wealth Management

WEALTH PLANNING

Bertrand Binggeli Fan Choi Faye Ong Co-Head Wealth Planning Head of Wealth Planning, North Asia Head of Wealth Planning, South Asia

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

Bertrand is UBP’s co-Head of Fan is the Head of Wealth Faye is charged with building a Wealth Planning. Planning, North Asia. Wealth Planning proposition that Bertrand is a legal specialist with She advises clients on wealth will allow UBP to provide in-depth extensive experience advising planning issues as well as the guidance for clients in the region, UHNWI. establishment and ongoing which include complex structuring He joined the Bank in 2001. administration of trust and services, private label funds, family fiduciary structures, and risk governance advisory, philanthropy, management. insurance, cross-border and relocation services and private client legal services.

DISCRETIONARY PORTFOLIO MANAGEMENT MULTI-ASSET RESPONSIBLE INVESTMENT WM

Norman Villamin Paras Gupta Aman Dhingra Jason Ulrich CIO Wealth Management Head of Discretionary Portfolio Head of Advisory, South Asia Head of Responsible Investment & Head of Asset Allocation Management Asia Wealth Management Location: Zurich Location: Singapore Location: Singapore Location: Zurich Speaks: English Speaks: English Speaks: English Speaks: English/German

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

Union Bancaire Privée, UBP SA | Speakers list | January 2021 11 | 11