![Michaël Lok](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Michaël Lok is a Group Chief Investment Officer & Co-Group Chief Executive Officer Asset Management at Union Bancaire Privée, UBP SA. He has over 25 years of experience in wealth and asset management.
Before joining UBP in 2015, he was Global Head of Asset Management with Indosuez Wealth Management (Crédit Agricole Group), where he developed a range of UCITS funds for Private Banking and a set of UHNWI mandates and dedicated investment solutions with a focus on Asia and Latin America.
This followed his roles as Head of Investment and Head of Risk and Quantitative Portfolio Management.
Before that, he was Portfolio Manager at Banque Martin Maurel and HSBC France (ex-CCF).
He holds two Master’s degrees, one in Finance (DESS) and one in Banking and Finance (DEA), from the University of Aix-en-Provence (France).
Postes actifs de Michaël Lok
| Sociétés | Poste | Début |
|---|---|---|
Union Bancaire Privée, UBP SA
 Union Bancaire Privée, UBP SA Investment ManagersFinance 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. | Directeur Général | 01/09/2015 |
Anciens postes connus de Michaël Lok
| Sociétés | Poste | Fin |
|---|---|---|
UBP-Gestion Institutionnelle SA
 UBP-Gestion Institutionnelle SA Investment ManagersFinance UBP-GI's investment objective is aimed at capital preservation and seeks absolute returns. They are active investment managers. The firm utilizes proprietary instruments, investment research and draws from their network of experts as part of their decision-making process. They construct portfolios reflecting their clients' risk and return profile, encompassing the conservative to aggressive investor. They may combine assets that range from traditional to structured investments across investment themes and geographic regions. They offer a concentrated number of compartments in equities, bonds and money markets. Multi-management funds selection is driven by both qualitative and quantitative analysis. The qualitative process is based on primary research. The quantitative analysis consists of three stages. First, performance profiles in different market phases are segmented. Then, each fund is analyzed individually using a proprietary tool which develops risk reports for each portfolio. Finally, a weighting model is applied to ensure diversification and balance of the final portfolio. Through UBP's worldwide network, UBP-GI provides access to asset managers in Europe, Asia and the US. | Directeur Général | 07/03/2023 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Union Bancaire Privée, UBP SA
Union Bancaire Privée, UBP SA Investment ManagersFinance 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. | Finance |
UBP-Gestion Institutionnelle SA
UBP-Gestion Institutionnelle SA Investment ManagersFinance UBP-GI's investment objective is aimed at capital preservation and seeks absolute returns. They are active investment managers. The firm utilizes proprietary instruments, investment research and draws from their network of experts as part of their decision-making process. They construct portfolios reflecting their clients' risk and return profile, encompassing the conservative to aggressive investor. They may combine assets that range from traditional to structured investments across investment themes and geographic regions. They offer a concentrated number of compartments in equities, bonds and money markets. Multi-management funds selection is driven by both qualitative and quantitative analysis. The qualitative process is based on primary research. The quantitative analysis consists of three stages. First, performance profiles in different market phases are segmented. Then, each fund is analyzed individually using a proprietary tool which develops risk reports for each portfolio. Finally, a weighting model is applied to ensure diversification and balance of the final portfolio. Through UBP's worldwide network, UBP-GI provides access to asset managers in Europe, Asia and the US. | Finance |
Choisissez Zonebourse 
