# UBP INVESTMENT ADVISORS S.A.

UBP INVESTMENT ADVISORS S.A. of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 169987
- Type: SEC-registered investment adviser
- SEC file number: 801-79172
- Location: BAHNHOFSTRASSE 1, ZURICH, 8022
- Phone: 41 22 317 4960
- Latest filing: 2022-09-23
- Regulatory AUM: $943.1M
- Discretionary AUM: $451.3M
- Non-discretionary AUM: $491.9M
- Clients: 8
- Accounts: 214

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| DE FROMENT GUY | SHAREHOLDER | — |
| DE PICCIOTTO DANIEL ALAIN | SHAREHOLDER | — |
| DE PICCIOTTO EDGAR DANIEL | SHAREHOLDER | — |
| SONI DEEPAK | CHIEF EXECUTIVE OFFICER | Zurich, V8 |
| KURATH ANDREAS PETER | CHIEF COMPLIANCE AND OPERATIONS OFFICER | — |
| CRAMB IAN MARK | DIRECTOR | — |
| BARBEREAU BENOIT | DIRECTOR | — |
| CHAPPUIS YVAN | DIRECTOR | — |
| DOMMART FREDERIC | CEO AND CHIEF COMPLIANCE AND OPERATIONS OFFICER; CEO AND CHIEF COMPLIANCE AND OPERATIONS OFFICER - CCOO/CCO; CHIEF COMPLIANCE AND OPERATIONS OFFICER (+1 more) | — |
| CARBONNIER FREDERIC LOUIS | CHIEF EXECUTIVE OFFICER | — |
| ESTATE OF E DE PICCIOTTO | SHAREHOLDER | — |
| CULLEN MATTHEW A | HEAD OF LEGAL AND COMPLIANCE - CHIEF COMPLIANCE OFFICER | — |
| DE PICCIOTTO ANNE ROTMAN | SHAREHOLDER | — |
| DE PICCIOTTO MARC | SHAREHOLDER | — |
| KUENZI ADRIAN | DIRECTOR | — |
| GENOVESE-DELWING EVA KATHRIN | CHIEF EXECUTIVE OFFICER | — |
| GEYER KELLIE | HEAD OF COMPLIANCE - CHIEF COMPLIANCE OFFICER | — |
| Loretan Addrienne | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169987/similar
- Related entities: https://search.stillhousedata.com/firm/169987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169987

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.