UBP Monaco

Invest in private markets 

Qualified investors can participate in our direct investment opportunities focused on niche sectors such as new technologies, commodities, renewable energy, property development and commercial aviation.

Access institutional-type execution for forex, derivatives and fixed income transactions

UBP Monaco’s investment specialists’ experience spans a total of 64 years, with special expertise in interest rate instruments, derivatives and forex trading. This know-how, combined with a proactive advisory service covering the main markets, ensures that active clients can see their transactions executed efficiently. 

Benefit from fully tailored portfolio management

We offer investors the possibility of opting out of the “investment grid and benchmark” approach traditionally applied in discretionary portfolio management. We are able to actively manage their funds whilst taking into account their specific constraints and objectives.

Choose asset management alone, asset custody alone, or both

Capitalising on UBP’s expertise in institutional asset management, we can act as a portfolio manager for assets that clients hold with other banks. Conversely, we also offer custody services for clients wishing to combine UBP’s financial stability with external asset manager competencies.

Finance your alternative assets in a number of jurisdictions

UBP Monaco provides financing solutions for clients’ residential and commercial real estate projects. Our expertise covers the Monaco, French, UK and Swiss real estate markets. We also provide financing against a number of instruments, including hedge funds.

Receive truly independent family office advice

UBP does not provide in-house family office services, nor are we affiliated to any external multi-family office. We have chosen to remain independent in order to provide fully objective advice to clients looking to set up the right organisation – whether that is creating their own family office, joining a multi-family office, or maintaining their network of external advisers. We then assist clients in implementing the preferred solution.

A firm commitment to responsible investing

UBP has long believed in the importance of responsible asset management. We signed the United Nations Principles for Responsible Investment (UNPRI) in 2012. In line with the UBP Group’s strategy to reduce its environmental footprint,UBP Monaco signed the Principality of Monaco’s National Energy Transition Pact in March 2020.

Tap into an international network

Clients can deposit their assets with UBP Monaco. They can also open an account through us with one of UBP’s ten other booking centres, including Geneva, London, Hong Kong, and Singapore. Being multilingual and multicultural is also a key factor in the quality of the services we offer: we speak English, French, Italian, Spanish, Portuguese, Russian, Ukrainian, and Arabic fluently. 

Recognised expertise

For four consecutive years, from 2020 to 2023, UBP was elected “Best Private Bank in Monaco” by PWM/The Banker. In 2024, the Bank won WealthBriefing’s award for the best “Wealth Management Business in the Principality of Monaco”. These recognitions acknowledge our significant investments in deploying new solutions for our clients – particularly in private markets, responsible investment, and credit – and in our digital platforms. We have grown our footprint in the Principality and constantly seek to improve our clients' experience, which includes regularly hosting thought-provoking art exhibitions at our premises.