Investment adviser · CRD 169987

UBP INVESTMENT ADVISORS S.A.

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Sep 23, 2022

Regulatory AUM
$943M
Form ADV · Item 5.F
Client accounts
214
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals99$535,655,96956.8%
Corporations & businesses49$303,549,70132.2%
Individuals66$103,940,52411.0%
Retirement plans1$00.0%
Filing source

Form ADV 1676924 · Sep 23, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 23, 2022. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

BAHNHOFSTRASSE 1
ZURICH, 8022, Switzerland

CRD 169987

Filing source

Form ADV 1676924 · Sep 23, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.