Strategy
UBP Partners Push Further Into Australian Market

The Geneva-based private bank already has a base in Australia - which it opened recently - and this partnership appears to be another step in its regional strategy.
Union
Bancaire Privée is forming a strategic partnership with
Australia-based Bell Asset
Management, underlying how the Swiss private bank is
extending its business into the country.
Bell AM is a global all-cap and small- and mid-cap equity
specialist manager. It has an 18-year track record. Bell AM
employs an active, bottom-up, fundamental, quality at reasonable
price approach. It also uses environmental, social and
governance-themed (ESG) approaches to investment – a growing
area.
UBP recently opened an Australian branch, building on its
presence in the Asia-Pacific region, with asset management
offices already in place in Hong Kong, Shanghai, Taipei and
Tokyo. UBP’s Australian business is headed by Olivier Marion who
has been appointed head of business development for
Australia.
“This partnership will thus enable UBP’s flagship asset
management strategies to be marketed in Australia, encompassing,
among other segments, fixed income – including high-yield,
convertible, and emerging market bonds – as well as hedge funds,
'cat bonds', private markets, and ESG and impact investing
solutions,” UBP said in a statement yesterday.
“This is an opportune moment to enter such a prestigious pension
market and to offer a wide range of solid solutions to
institutional investors in Australia. UBP and Bell AM share many
commonalities, not only from a purely investment standpoint but
also culturally, as both come from family-owned businesses,”
Nicolas Faller, co-CEO Asset Management and head of institutional
clients at UBP, said.
UBP has been stepping up its Asia-Pacific strategy and this
news service recently spoke to Eric Morin, CEO of its Asia
business. In April, it added
three senior wealth managers in Hong Kong.