UBP specialists provide you with their economic views and investment convictions, and answer your questions. Co-CEO Asset Management

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1 kééç=bñééêí=fåëáöüí\ UBP specialists provide you with their economic views and investment convictions, and answer your questions Asset management Macro & Investment Strategy Co-CEO Asset Management Co-CEO Asset Management Investment Strategy Nicolas Faller Head of Institutional Clients Nicolas Faller joined UBP in 2010 as Head of Sales Europe. He became CEO of UBP s newly created Institutional Clients division in May 2013, before being named co-ceo of the Asset Management division in July He has over 25 years of experience in Banking and Finance. He speaks French/English/German. Mikael Lok Head of Investment Management Mikael Lok joined UBP in 2015 as CO-CEO Asset Management / CIO Group. Previously, he was Global Head of Asset Management with Crédit Agricole Private Banking. He has over 20 years experience in wealth & asset management. Jean-Sylvain Perrig Chief Investment Officer Jean-Sylvain has over 20 years experience in discretionary portfolio management, investment strategy and asset allocation and has strong expertise in equity research. He joined the Bank in Investment Services Multi-Management & Fund Research Macroeconomy Norman Villamin Head of Investment Services Norman Villamin is head of Investment Services. He has over 20 years experience managing wealth both on an advisory and discretionary basis for top companies in the financial industry. Didier Chan Voc Chun Head of LO Funds Research Didier has over 15 years' experience in fund/manager research. He is in charge of the selection of our external fund managers. Didier was previously the CIO of the Multi-Management division at Fortis Investments where he managed several award-winning funds. Patrice Gautry Chief economist Patrice has been UBP s Chief economist for over 15 years and has nearly 30 years experience in macroeconomics and investment strategy. 1/6

2 Fund Managers by Asset Class Fixed Income Global and absolute return Global and absolute return High-Yield Emerging markets Christel Rendu de Lint Head of Fixed Income Christel has 20 years experience in economy and investments and is a specialist of developed bond markets. She has worked at the IMF and for the UK Treasury. She speaks French/English. Thibault Colle Portfolio manager/credit Analyst Thibault co-manages nonfinancial positions across portfolios at UBP and has 5 years experience as a credit analyst and strategist. Olivier Debat Senior Investment Specialist Olivier has 15 years experience in investments, and has specialized in fixed income strategies, with a focus on investment-grade and high-yield credit products. Denis Girault Head of Emerging Markets Fixed Income Denis has over 25 years of professional experience within the investment banking and financial industry, including 15 as emerging markets fixed income specialist. Emerging Markets EM Fixed Income Convertibles Convertibles Paris Paris Koon Chow EM Macro and FX Strategist Koon Chow joined UBP s emerging markets fixed income team in January He has 18 years experience working on emerging markets. Prior to joining UBP, he was head of EM Strategy (local rates and FX) at Barclays. Prior to that, he worked for Credit Suisse as strategist for EMEA. Karine Jesiolowski Senior Investment Specialist Karine is an Investment Specialist for EM fixed income with 22 years experience. She joined the Bank in Prior to joining UBP, Karine was an EM Strategist and EM Portfolio Manager at CPR AM and Rothschild AM. She then held positions as Investment Specialist and Sales and Marketing manager at Fortis Investments and BNP Paribas Investment Partners. She speaks French/English. Jean-Edouard Reymond Head of Convertibles Jean-Edouard has more than 20 years experience in the management of convertible bonds funds, and 27 years experience in portfolio management with convex profile. Nicolas Delrue Head of Investment Specialists, and Investment Specialist Convertible Bonds Nicolas Delrue heads the Bank s investment specialist team. He also specialises in convertible bonds for which he is a senior investment specialist. Nicolas previously held similar positions at Fortis investments and SG AM Alternative Investments. He joined the Bank in /6

3 Fund Managers by Asset Class (cont.) European Equities European Equities European Equities European & Emerging Equities Scott Meech Senior Portfolio Manager Scott has over 23 years investment experience. Scott was a founder employee of Threadneedle, where he managed equity income funds and UK institutional portfolios. Robert Jones Senior Portfolio Manager Rob has some 20 years investment experience, including 14 years as a European equities specialist. Rupert Welchman Fund Manager Rupert has 18 years of investment experience, as a European Equities fund manager. He is part of the European Equities team, specializing in Financials and IT. Jean-Luc Eyssautier Investment Specialist Jean-Luc has over 15 years experience in asset management with a focus on European and emerging market equity strategies. He speaks French/English/ Spanish. Swiss & Global Equities Swiss & Global Equities Global Emerging Equities Turkish Equities Martin Moeller Head of Global Equity Martin manages Global Equity funds and mandates. He has more than 20 years experience in banking (14 of which he spent with Deutsche Bank) and is specialised in the Global, European and Swiss equity analysis with a strong bias on financials. He speaks English/ German/French. Eleanor Taylor Jolidon Head of Swiss Equity Eleanor has more than 20 years investment experience on the sell and buy-side, of which 15 specifically concentrating on the Swiss equity market. Eleanor manages all Swiss funds, mandates and products of the Bank. She speaks French/English/ German. Mathieu Nègre Head of Global Emerging Equities Mathieu has over 17 years experience in portfolio management and investments, including 14 years covering Emerging Markets. He s the Head of UBP s Global Emerging Equities team. Eli Koen Head of Emerging Europe Equity Eli has over 25 years investment experience; he specialises in emerging equities and more specifically Emerging Europe. He joined UBP in He speaks English/Turkish. 3/6

4 Fund Managers by Asset Class (cont.) Russian Equities US / Japanese equities Asian Equities Asian Equities Taiwan Hong Kong Pavel Laberko Fund Manager Pavel has more than 19 years experience as a specialist in Russian finance, including more than 11 years in equity asset management. Pavel covers not only Russia, but also CIS countries such as Ukraine, Kazakhstan and Georgia. He speaks English/Russian. Cédric Le Berre Senior Analyst Cédric has more than 13 years experience in fund research and is responsible for representing our range of external managers. He is specialized in US and Japanese equities. He speaks French/English/Mandarin. Andrew Tong CIO Asia/CEO Taiwan Andrew has over 25 years of investment experience in the Asia & Japan markets. He is CIO Asia and heading the Asian Equity investment team. He speaks English/Mandarin. Christopher Chu Fund manager Christopher is a fund manager for Asian Equities based in Hong Kong. He has extensive investment experience with both buy and sell-side firms. Christopher joined UBP in 2014 He speaks English/Chinese. Chinese Equities & fixed income Alternative Investments Alternative Investments Shanghai Tian Rencan CEO of UBP Investment Management (Shanghai) Limited Tian is CEO of UBP Investment Management (Shanghai) Limited. Tian Rencan is one of the leading executives in the Chinese financial sector and as such has a strong expertise of the Chinese fund industry. Tian Rencan joined UBP in He speaks French/English/Chinese. New York David Biase CIO, Head of HF Investments David Biase has been head of UBP s Alternatives Investment team since May He was previously Head of Portfolio Management within UBP Alternative Investments division. David has 20 years experience in trading, managing money and running investment businesses. Yves Guntern Head of Liquid Alternative Investments Yves Guntern is Head of Liquid Alternative Investments and responsible for Partnerships with single HF managers as well as Business Development. He has over 15 years experience in the financial sector and alternative investments. He joined UBP in /6

5 s by MSCI Sector Consumer Discr. & Cons. Staples Information Technology & Telecom Claudio Borrelli Head of Global Equity Research Claudio is a senior financial analyst with over 15 years experience in investments. Covering all of the sub-sectors on a global basis, he has built an extensive knowledge of numerous companies worldwide and masters the drivers behind each industry. He speaks French/English/Italian. Olivier Good, CFA Olivier is a senior financial analyst covering the Information Technology, Media and Telecom industries (TMT), with over 15 years experience. He speaks French/English/German. Energy & Utilities Materials, Base Metals, Agriculture & Industrials Healthcare Erasmo Rodriguez Erasmo is a senior financial analyst, covering the energy and utilities sector. He manages the UBP Global Energy Basket. Erasmo has over 30 years' experience in investment, including over 15 years as an energy, utilities and commodities (oil, natural gas) specialist. He speaks Spanish/French/English. Névine Pollini Névine is a senior financial analyst. She assumes coverage of the global basic materials sector (metals, mining & steel, chemicals and pulp & paper) and commodities (soft commodities, base metals and precious metals). She has 20 years experience in investment. She speaks French/English/Arabic. Carlos Ungil Carlos Ungil is currently a financial analyst covering the global healthcare sector. He joined UBP in 2008 as a quantitative risk analyst. Prior to joining the financial sector, Carlos spent 6 years at CERN, the European Organisation for Nuclear Research. 5/6

6 Private Banking Michel Longhini CEO Private Banking Michel Longhini joined UBP in He has more than 27 years experience in private banking. Michel has been a member of the executive committees of various well-known private banking institutions for the past 15 years. He speaks French/English/Italian. Bertrand Binggeli Co-Head Tax and Wealth Planning Bertrand Binggeli is UBP s co-head of Tax and Wealth Planning. Bertrand is a legal specialist with extensive experience advising UHNWI. He joined the Bank in Jan Van Bueren Head Tax and Wealth Planning for & Basel Jan van Bueren is UBP s Head of Tax and Wealth Planning for and Basel. Jan has 9 years experience in thefinancial sector, specialising in taxes and wealth planning. Jan is a legal specialist with extensive experience advising UHNWI. He is also the co-founder of FOSS Family Office Services Switzerland. He joined the Bank in He speaks English/German/Dutch. All questions and queries concerning UBP s corporate strategy and organisation will be answered by Corporate Communications. Bernard Schuster, Head of Corporate Communications bernard.schuster@ubp.ch Maude Hug, Group Media and PR Manager maude.hug@ubp.ch 6/6

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