Our solutions
Investment Management Services
At Union Bancaire Privée (UK) Limited, we value active management and diversification, integrating global economic outlooks with expertise in asset allocation, investment selection, and portfolio construction.
You can access our investment process and expertise in a way that suits you. Many people choose our discretionary management service, where we construct and then manage a portfolio on your behalf. Those with the time and confidence to make their own investment decisions prefer our advisory or execution only services. Whichever route is right for you, you’ll have direct contact with the people responsible for managing investments and providing advice.
Discretionary
You may wish to delegate investment decisions to our experts, either because you do not have the time or the immediate access to market information to make timely investment decisions. Or perhaps you simply prefer to entrust an investment professional with your financial assets. UBP offers three discretionary investment management services:
Funds Service
Your portfolio will be managed and implemented using one or more of the funds from the range managed by Union Bancaire Privée (UK) Limited; these are chosen to meet your risk profile and investment objectives. These funds provide an efficient means of accessing our investment philosophy and process.
Discretionary Portfolio Service (collectives)
Discretionary Portfolio Service (collectives): Your portfolio will be managed and implemented using a range of collectives or other instruments where appropriate. The asset allocation will be managed according to our investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Discretionary Portfolio Service (direct)
Your portfolio will be managed and implemented using equities and government bonds where we consider it suitable. The asset allocation will be managed according to our investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Advisory
You make the final decision on your investments with advice provided by our investment management experts. We provide you with the expert investment knowledge you need to make informed portfolio decisions, allowing you to stay in control of your investments. Advice can take many different forms, and we offer a holistic approach to help you make investment decisions:
- Asset allocation: Defining a global asset allocation overview of your portfolio, will allow you to quantify your risk tolerance
- Recommendations: Once we have defined your optimal asset allocation with you, we help you build your personalised portfolio and provide you with investment advice based on your requirements and our investment convictions.
- Risk management: We monitor your portfolio and may recommend new investment ideas consistent with your investment profile and changing market conditions.
Execution Only
This enables you to invest directly in markets with no investment advice provided by our experts. If you are passionate about making your own investment decisions and simply require a platform to execute orders, this is an ideal option.
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We offer different levels of service to add value to your trading experience, combining security, trading freedom and speed of execution.
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You will have access to our dedicated execution teams who can discuss your requirements in detail and place your orders for you. Our team in London can provide you with publicly available information and key trading metrics on your investments as required, and work with you to execute your investment decisions quickly whilst also minimising price impacts.
Explore UBP UK's offering
Driven by an expertise-led culture and strong client relationships, we integrate in-depth knowledge in wealth and asset management to create tailored innovative solutions for our clients across traditional and alternative investments. This breadth of expertise ensures we can precisely meet even the most complex financial needs.
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 Jersey
Als Spezialistin für Vermögensverwaltung in der Schweiz bietet die Union Bancaire Privée Dienstleistungen mit hohem Mehrwert an und entwickelt eine innovative Produktpalette für private und institutionelle Kunden.
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) 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) 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.
11.09.2026
US-Zwischenwahlen 2026
US President Trump’s approval rating is among the lowest for a sitting president in post-World War II US history and leaves an 80% probability that the US House of Representatives will shift to Democratic control, with US Senate facing a 50:50 chance of switching to Democratic control.
08.09.2026
UBP House View - September 2026
Our outlook for risk assets remains constructive, supported by broadening earnings growth, though tempered by persistent inflation and an oil market showing little sign of easing. Against this backdrop, we are raising our target range for US 10-year yields to 4.25–4.75%, with rising yields and oil prices standing out as the principal risks to our central scenario.
07.09.2026
UBP Weekly View – Der Arbeitsmarkt zeigt sich widerstandsfähig; Inflation und die Eskalation im Iran treiben die Renditen in die Höhe
Die starken Arbeitsmarktdaten schürten erneut Inflationssorgen und erhöhten die Wahrscheinlichkeit einer Zinserhöhung, während die eskalierenden Spannungen zwischen den USA und dem Iran die Renditen von US-Staatsanleihen, Bundesanleihen und britischen Staatsanleihen in die Höhe trieben; die Wahrscheinlichkeit einer Zinserhöhung durch die Fed im September blieb jedoch unverändert bei 60 %.
07.09.2026
Die Triebfeder unserer Expertise in der Vermögensplanung
Die Vermögensplanung umfasst oft einige der wichtigsten Entscheidungen, die eine Familie treffen muss. Fragen rund um Nachfolge, Unternehmensführung, Umzug, Philanthropie und Vermögensübertragung können nicht nur Auswirkungen auf die heutige Generation haben, sondern auch auf die nachfolgenden.
02.09.2026
Die Rettung des Yen, die sich gegen die Fundamentaldaten nicht durchsetzen kann
Die gemeinsame Yen-Intervention der USA und Japans – die erste koordinierte Währungsmaßnahme der beiden Länder seit 15 Jahren – zeigt, wie ernst die politischen Entscheidungsträger die Schwäche des Yen mittlerweile nehmen. Zwar waren die unmittelbaren Auswirkungen beträchtlich, doch hängt die mittel- bis langfristige Wirksamkeit von den Fundamentaldaten ab, vor allem von der großen Zinsdifferenz zwischen den USA und Japan, die Carry-Trades attraktiv hält und den Yen anfällig macht, sofern die Bank of Japan (BoJ) die Zinsen nicht weiter anhebt oder die US-Notenbank die Zinsen senkt. Was sind die wichtigsten Hürden, die die BoJ überwinden muss, um die Währungsstabilität zu stützen, ohne das Wachstum zu untergraben?
31.08.2026
UBP Weekly View – Warsh schlägt einen restriktiven Ton an; der KI-Zyklus hält die Aktienmärkte gerade noch über Wasser
Warshs hawkischer Ton in Bezug auf den Kern-PCE und die Vorrangstellung der Zinsen, gestützt durch robuste Daten, erhöhte die Wahrscheinlichkeit einer Zinserhöhung im September, während die Prognose von Nvidia den KI-Zyklus auf Kurs hielt, auch wenn die Kursgewinne gering ausfielen und von den Unternehmensgewinnen abhängig blieben.