Credit offering
Personalised wealth management services
Whatever your plans, priorities, nationality, residence, risk profile… our aim is to respond to your wealth management needs and achieve your financial goals.
Our Wealth Management services span a wide range of needs and are delivered in close collaboration with our Asset Management specialists. This ensures comprehensive coverage of needs, and gives private clients under management mandates access to solutions that are normally only available to institutional clients.
Regardless of your level of financial knowledge, we take the time to fully understand your needs to find the best solutions for you. We specialise in wealth management and the primary aim of our commitment to you is to preserve and grow your wealth over the long term.
Our e-Banking system gives you access to your portfolios from any device and a direct line to your relationship manager. Read on or get in touch to find out more.
UBP’s Managed Solutions
You set the rules. We invest on your behalf.
We work with you to understand your goals and build a personalised investment plan, and then we manage your wealth in alignment with your ambitions and constraints applying a diversified or specific investment approach.
Diversified returns
By choosing our multi-asset solutions, you opt for active or passive diversified management, based on the recommendations of our Global Investment Committee, which prioritises a rigorous investment process, liquidity, transparency and risk monitoring, drawing on all our skills.
Specific returns
For an even more bespoke approach, our experts in all asset classes use a variety of strategies to match your preferences and needs, by setting a clear focus on investment terms or by exploiting certain market conditions.
Sustainability preferences
We combine your sustainability preferences and financial goals across the entire range of solutions with different degrees of personalisation.
Advisory mandates
We advise. You decide.
If you prefer to take an active role in the management of your wealth based on investment advice provided by an expert, then UBP Advisory is the best solution for you.
We are able to support you and provide you with investment ideas across all major asset classes, a breadth of market analyses, and optimal asset allocation recommendations while all final investment decisions remain in your hands.
Investment solutions
You may have more focused requirements. No problem, our expertise is broad.
Our range of in-house funds complemented by strategic partnerships and carefully selected third-party products are designed to fit into a well balanced portfolio.
Our wealth management know-how is complemented by expertise in a wide array of asset classes: Equities – Fixed income – Alternative investments – Impact investing – Multi-asset
The team focuses on investment opportunities in sectors such as real-estate development, commercial aviation, new technologies, commodities and renewable energies.
We tailor investment proposals to our clients' risk tolerance, but also their areas of interest and regulatory constraints. UBP's well-connected global network enables us to offer clients an extensive array of opportunities in private equity, private debt, infrastructure, and real estate. See more.
An actively managed certificate (AMC) is a structured product which offers investors a simple and cost-effective way of participating in the performance of a wide range of asset classes through a strategy basket or tailor-made index without having to buy the underlying assets individually.
We use a proprietary state-of-the-art platform which provides portfolio views, key figures, rebalancing capabilities, certificate documents, and performance reports.
In the global forex market, keeping abreast of technical changes and fundamental movements as well as anticipating potential geopolitical events can be very time-consuming.
UBP has the expertise to help you develop and execute a personalised forex strategy and to make it an integral part of your broader asset allocation.
Our forex solutions encompass tactical and strategic trading ideas, passive and active hedging strategies, forex structuring services, and gold and precious physical metal strategies.
Responsible investment, which began as a niche some years ago, is now at the forefront of many of our clients’ minds and increasingly embedded in our approach.
At UBP we firmly believe that long-term risk-adjusted returns can be enhanced through ESG integration, active ownership (engagement and voting) and a focus on the impact our investments make.
e-Banking
Our e-Banking service has been developed for our clients as a completely secure way for you to
- Access your portfolios
- Make payments
- Authorise documents
- Keep up with UBP’s news
- Talk to your relationship manager
wherever you are, whenever you want and from any of your mobile devices.
UBP Geneva
Geneva is the seat from which Union Bancaire Privée (UBP) has been developing since 1969, to become one of the biggest family-owned private banks in the world. UBP’s headquarters, right in the centre of Geneva, are the largest of UBP’s sites worldwide. The head office is also one of the eleven booking centres the Group has spread across the world’s financial and economic hubs. Our experienced wealth management professionals working out of Geneva provide both private and institutional clients with high-quality, specialised services.
UBP Monaco
Since it was created in 2014 the Monaco branch of Union Bancaire Privée, UBP SA, a Monaco- and French-regulated institution, has steadily built up its offering to become a leader in the Principality. We offer traditional banking products and solutions but stand out among our peers through a range of exclusive services.
UBP London
UBP’s London branch opened in 1991 and provides both asset and wealth management services. Located in the central area of Marylebone, UBP London employs over 130 staff (as at 31 December 2022).
UBP Singapore
UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia
UBP Hong Kong
UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia
UBP Portugal
Union Bancaire Privée (Europe) S.A. – Sucursal em Portugal (“UBP Lisbon”), a branch of the Luxembourg subsidiary of Union Bancaire Privée, UBP SA (“UBP”) in Geneva, is located in the heart of Lisbon. It began commercial operations in January 2024 with the aim of offering its clients a more convenient, local service, and to provide immediate support for each client’s individual needs, along with local investment consultancy services.
22.07.2024
First half-year results 2024
Union Bancaire Privée’s net profit rises by 24.6% to CHF 138.1 million
12.07.2024
Sustainability: an increasingly important consideration for wealth management
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.
11.07.2024
UBP House View - July 2024
Equity markets rallied during the first half of the year, driven by earnings growth, a macro backdrop that was more resilient than expected, and continued appetite for AI winners (the “Magnificent 7”). Looking ahead, we anticipate a broadening of equity markets’ leadership. Read more about our insights in the July edition of UBP’s House View.
10.07.2024
Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.
17.06.2024
2024 US elections comes into view
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
14.06.2024
UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia
Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.
12.06.2024
Structured products: a strategic solution
Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.
11.06.2024
“Forget unrestricted market access to Europe”
The CEO of wealth management bank Union Bancaire Privée is focused on growth through acquisitions.
