Private Clients

Union Bancaire Privée’s Private Banking department provides comprehensive and privileged advice to a demanding, sophisticated and international clientele.

Private Banking
At UBP we are dedicated to a single goal: providing outstanding and innovative investment solutions oriented towards capital preservation and the quest for performance.

Wealth Management
The long-term commitment to our clients is the cornerstone of our strategy. At UBP, you can opt to manage your assets yourself, using our platform to execute the orders (execution-only), or you can sign a discretionary mandate with the Bank.

Wealth and estate planning
Our wealth and estate planning services are for private clients who want to maximise wealth protection, see their wealth grow and pass it down the generations, both safely and confidentially

Investment philosopy
UBP’s objective is to combine performance with capital preservation, while responding to our clients’ needs and objectives.

Investment process
At UBP, we follow a rigorous, yet dynamic, investment process, based on high-conviction, active management and an opportunistic asset allocation.

Asset classes
UBP’s well-established reputation and financial engineering know-how allow it to put together outstanding investment and research teams with strong track records and proven expertise.

Independent Asset Managers
Today, more than one hundred independent asset managers around the world have chosen Union Bancaire Privée and we are proud to have earned their trust.