Banking Services
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Custody and Execution Services – equities in more than 30 countries, bonds, mutual funds, hedge funds, and structured products
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Money Market – Current Accounts, Fixed Term Deposits and Fiduciary Deposits in all major and exotic currencies
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Foreign Exchange – spot, forward, and swap
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OTC and Derivatives Instruments
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Precious Metals Trading & Custody
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Payments, Transfers, and Credit Cards
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Loans secured by securities and cash balances
Back Office & IT System
Capital Union Bank’s core banking system has been developed on the renowned Avaloq® platform, in order to provide the latest technology available to its clients.
Offering direct access and straight-through processing to more than 20 marketplaces around the world, CUB is ideally equipped to provide real-time and best-in-class private banking services.
Wealth Management Partners
Thanks to an extensive network of well-established partners, Capital Union Bank’s open architecture approach allows its private and institutional clients to access an unprecedented level of expertise in the following fields:
Lake Geneva Investment Partners (LGIP) is a FINMA registered, asset manager based in Geneva. LGIP manages c. $700m distributed across a range of absolute return funds that focus on volatility control in various asset classes.
Union Capital Group SA is a leading, independent capital markets advisor based in Switzerland focusing on Equities, Derivatives & Structured Solutions as well as niche Asset Management strategies. The Group also offers access to comprehensive in-house equity research services.
Premium Life Insurance is a Bahamas-based independent private wealth insurer that offers estate planning and wealth management services via private placement life insurance contracts.
UCAP Wealth Management S.A. is a Swiss company incorporated May 2015 to serve international private clients and independent asset managers with an open architecture of financial products, dedicated asset management programs, and personalized services.
External Asset Managers
CUB offers client-centric solutions to External Asset Managers (‘EAM’), providing a full range of dedicated banking services and assistance in implementing their investment strategies.
An experienced team is focused on serving the requirements of EAMs. Our multi-asset class research and asset management white-labeling combined with fund structuring enables our EAM clients to vastly expand their operational scope.