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.
Notre bureau de Londres, ouvert en 1991, propose des services aussi bien dans le domaine de l’asset management (gestion d’actifs) que du wealth management (gestion de fortune). Situé dans le quartier central de Marylebone, UBP Londres emploie plus de 130 personnes (au 31 décembre 2022).
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
L’Union Bancaire Privée, UBP SA (UBP) annonce avoir finalisé avec succès l’acquisition de SG Kleinwort Hambros auprès de Société Générale, marquant ainsi une étape majeure dans sa stratégie de croissance à l’international.
29.01.2025
Chez UBP Monaco, comme dans beaucoup de banques privées, l’usage de l’IA reste très prudent. La CEO Sérène El Masri explique pourquoi.
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
Avec environ CHF 20 mia d’actifs sous gestion (AUM), le service et l’accompagnement auprès des External Asset Managers (EAM) constituent une activité importante pour l’Union Bancaire Privée (UBP). Focus sur l’activité en Suisse avec ses responsables.
13.08.2024
L’été bat son plein et, avec lui, s’est ouvert le festival des résultats semestriels des banques de la place. CET1, LCR, NSFR, ces annonces comportent parfois un florilège d’acronymes, représentant des ratios financiers censés permettre d’évaluer la solvabilité d’une banque.
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
L’Union Bancaire Privée, UBP SA (UBP) annonce ce jour avoir conclu deux accords exclusifs avec Société Générale aux termes desquels l’UBP procédera à l’acquisition des activités de banque privée de Société Générale basées en Suisse (Société Générale Private Banking Suisse), ainsi que de celles basées au Royaume-Uni et dans les îles Anglo-Normandes (SG Kleinwort Hambros). Les deux transactions devraient être finalisées d’ici à la fin du premier trimestre 2025.
22.07.2024
L’Union Bancaire Privée annonce un bénéfice net en hausse de 24,6%, à CHF 138,1 millions
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.
