Ubp Investment Advisors S.A. is a large advisory firm based in Geneva. It manages $521.01 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Connecticut, and 6 other states.
Ubp Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and wrap fee program. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ubp Investment Advisors S.A. is $521.01 million. The firm's AUM has grown by 803% since the beginning of its operation, and $349.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ubp Investment Advisors S.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Ian Mark Cramb is corporations or other businesses with 57 clients and $304.98 million of assets under management. Among the 8 most similar advisory firms, Ubp Investment Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $521.01 million for 173 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 67% of the firm’s clients are foreign persons or businesses.
Ubp Investment Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ian Mark Cramb has been acting as President since 1 Dec 2013. Daniel Alain De Picciotto joined the executive team most recently as the Shareholder.
The principal office where Ubp Investment Advisors S.A. performs its advisory services is located at 6 Place Camoletti, Geneva, 1207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 41 22 317 4960 or by fax 41 22 317 4969. The normal business hours are 9-5 cet on Monday - Friday.