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Wealth & Financial Planning

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.


Global Wealth Strategy: Personalised Financial Planning

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 locations in the UK, the Channel Islands and Gibraltar

UBP (UK) - London

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 London

UBP London branch was established in 1991 and provides asset and wealth management services to private and institutional clients. Driven by an expertise-led culture, we integrate in-depth knowledge in wealth and asset management to create tailored solutions for our clients.

UBP (UK) Edinburgh

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 (UK) Jersey

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 (UK) Gibraltar

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 (UK) Leeds

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 (UK) Guernsey

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 (UK) Cambridge

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 (UK) Newbury

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 completes acquisition of SG Kleinwort Hambros, strengthening UK presence

Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.

29.01.2025

"AI generates an alert in the event of an atypical transaction"

UBP Monaco, as do many private banks, remains very cautious over the use of AI. CEO Sérène El Masri explains why.

22.01.2025

The strategic appeal of Greenland

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

Selective growth through uncompromising quality of service

At Union Bancaire Privée (UBP), External Asset Managers (EAMs) represent around CHF 20 billion in assets under management (AuM), and so the service and support it provides to EAMs is an important part of UBP’s business. We spoke about UBP’s EAM business in Switzerland with those that lead it. 

13.08.2024

Solving the solvency jargon

Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.

06.08.2024

2024 US Elections: a new start

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

UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland

Union Bancaire Privée, UBP SA (UBP) and Societe Generale announced today that they have entered into two exclusive agreements whereby UBP will acquire Societe Generale’s Swiss private banking activities (Societe Generale Private Banking Suisse) as well as their UK and Channel Islands wealth management arm (SG Kleinwort Hambros). Both transactions are expected to be completed by the end of the first quarter of 2025. 

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.

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