Ian Cookson

UBP aims to preserve and grow client’s assets over time through a range of goal-based investment solutions designed to cater to each need. The firm invests in various geographies, asset classes and instruments.

Develops cloud-native software for banking

EFG aims at investing in firms with growth potential. The firm practices a top-down approach for their two styles of portfolio investment management. The first being an asset allocation the other based upon absolute return. Their tailored structured products include equity indexes, stocks, bond indexes, interest rates, currencies, commodities, credit risk, mutual funds and hedge funds. EFG's alternative investments are also guided by their macro-led perspective. Within their equity investments, they invest globally and focus on US securities as well. They also manage two funds with a sector bias towards the healthcare industry which benchmark against MSCI World Healthcare Index. As a fixed-income investor they primarily hold European securities although they are not limited to specific regions.

Provides private banking and asset management services

Provides wealth management, private banking and investment services

Develops software for online banking and finance institutions