Bringing you live news and features since 2006 

Union Bancaire Privée partners with Bell Asset Management

RELATED TOPICS​

Union Bancaire Privée (UBP) has formed a strategic partnership with Bell Asset Management (Bell AM), an Australia-based global all-cap and small- and mid-cap (SMID) equity specialist manager.This partnership enables UBP clients to access a world-class boutique equity manager with a track record of eighteen years which has consistently delivered alpha across a range of market conditions and cycles. Bell AM employs an active, bottom-up, fundamental, quality at reasonable price approach, with extensive research expertise across the market-cap spectrum, in particular in the SMID space, where they are highly regarded. They also have proven expertise in applying ESG criteria as part of their investment process. In turn, Bell AM will be able to leverage UBP’s core distribution channels in Europe, the Middle East and Asia to expand their own footprint in those regions.

Building on its presence in the Asia-Pacific region, and with asset management offices already in place in Hong Kong, Shanghai, Taipei and Tokyo, UBP recently opened an Australian branch, through its Hong Kong subsidiary, to support this new partnership. This entity 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.

Nicolas Faller, Co-CEO Asset Management and Head of Institutional Clients at UBP, says: “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.”

Ned Bell, CIO at Bell Asset Management, adds: “We are very pleased to be entering into this mutually beneficial strategic partnership with UBP. We have no doubt this will enable Bell AM to forge long-term relationships with the very important and growing client base across Asia, Europe and the Middle East. We look forward to working with a like-minded progressive partner like UBP to grow in the years to come.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by