The content of our website is not intended for persons resident, or partnerships or corporations organised or incorporated inside the United States (“US Residents”). UBP does not market, solicit or promote its services inside the jurisdiction of the United States at any time. The content provided on the UBP website is intended to be used for general information purposes only. Therefore, nothing on this website is to be construed as an investment recommendation or an offer to buy or sell any security...
Union Bancaire Privée (UK) Limited helps you to organise and structure your assets in the right way, so you can enjoy the freedom that comes with knowing you have a secure financial future.
A comprehensive wealth plan is key to taking care of your wealth for current and future generations. Whether you require a thorough review of your finances or specific advice on a particular aspect of your needs, wealth planning experts can help.
Our wealth planners are specialist advisers who analyse your personal and professional assets and suggest a flexible wealth strategy according to your needs.
At the beginning of our relationship with you, we’ll make sure we fully understand your circumstances, priorities and goals. Cashflow modelling provides a comprehensive overview of your current financial situation and can forecast the implications of a life event, such as selling your business, inheriting a lump sum or gifting your assets. It can also help forecast certain objectives, for example retiring at a certain age with a specified level of income.
Our clients often have assets in or connections with more than one country. We can help structure bespoke solutions which provide cross-border compliance and governance of family wealth.
Wealth Accumulation
By investing your wealth, you can seek to protect its spending power against the impact of inflation. We aim to help you maximise your investments, by making sure you’re taking full advantage of tax allowances.
Financial Protection
Life is full of surprises. Although there’s no way of knowing what’s around the corner, with the right plans in place you can make sure your finances are the last thing you or your family need to worry about when times are most challenging.
Retirement Planning
The concept of retiring means different things to each of us. For some, it’s an opportunity to take the skills developed over a lifetime of work in new directions. For others, it’s a time to start enjoying even more of what life has to offer.
Estate Planning
Inheritance is one of the most challenging areas of financial planning, where different emotions, values and expectations collide. It’s important to start talking about passing on wealth early in life so that you can begin to organise your assets before it’s too late.
Wealth Structuring, Family Governance, Philanthropy
Adopting long-term strategies that secure your wealth and legacy for future generations is integral to wealth planning. We work with you to establish appropriate ownership structures for your assets, align your family values across generations and create impact in areas that resonate with you. Our multidimensional approach enhances the overall efficiency of your wealth management strategy.
Important Information
The material provided here is for information and guidance purposes only; it is not intended to be taken as advice or a personal recommendation.
All references to taxation are based on our understanding of current taxation law and practice and may be affected by future changes in legislation.
Any services and investments may have tax consequences. Union Bancaire Privée (UK) Limited does not provide tax advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax consequences.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
Unsere 1991 eröffnete Niederlassung London befindet sich im Marylebone Quartier und beschäftigt rund 130 Mitarbeitende. Ihre wichtigsten Geschäftsbereiche sind die Sparten Wealth und Asset Management.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
01.04.2025
Union Bancaire Privée, UBP SA (UBP) gibt den erfolgreichen Abschluss der Übernahme der Société-Générale-Tochter SG Kleinwort Hambros bekannt, die einen wichtigen Meilenstein im Rahmen der internationalen Wachstumsstrategie der Bank markiert.
29.01.2025
UBP Monaco, as do many private banks, remains very cautious over the use of AI. CEO Sérène El Masri explains why.
22.01.2025
With Denmark-controlled Greenland attracting increasing geopolitical interest as a naval and resource-rich hotspot, our Chief Strategist looks into the factors at play for this independence-minded Arctic territory.
15.10.2024
Die Betreuung externer Vermögensverwalter (EVV) ist ein wichtiges Geschäftsfeld für die UBP und nimmt mit verwalteten Vermögen von CHF 20 Mrd. einen hohen Stellenwert ein. Ein Interview mit den Schweizer Experten.
13.08.2024
Der Sommer ist in vollem Gange, und mit ihm kommt die Saison der Halbjahresergebnisse der Schweizer Banken. Diese Mitteilungen weisen manchmal eine Fülle von Abkürzungen wie CET1, LCR oder NSFR auf, allesamt Finanzkennzahlen, mit denen die Zahlungsfähigkeit einer Bank berechnet werden kann.
06.08.2024
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
05.08.2024
Die Union Bancaire Privée, UBP SA (UBP) und die Societe Generale gaben heute bekannt, dass sie zwei exklusive Vereinbarungen getroffen haben, wonach die UBP das Schweizer Private-Banking-Geschäft der Societe Generale (Societe Generale Private Banking Suisse) sowie deren Vermögensverwaltungssparte in Grossbritannien und auf den Kanalinseln (SG Kleinwort Hambros) übernehmen wird. Beide Transaktionen werden voraussichtlich bis zum Ende des ersten Quartals 2025 abgeschlossen sein.
22.07.2024
Die Union Bancaire Privée kündigt Gewinnsteigerung um 24,6% auf CHF 138,1 Millionen an
12.07.2024
In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.
