Personalised Wealth Planning, for wherever life takes you
As a family-owned private bank, Union Bancaire Privée helps you navigate every step of your financial journey. Whether you are considering relocation, approaching a liquidity event such as the sale of your business, or planning your legacy, discover UBP's exclusive private banking experience.
At UBP UK, we understand that your financial journey is as unique as you are. From navigating complex life transitions like relocation or liquidity events, to planning seamless wealth transfers, our dedicated experts are here to guide you at every step of the way.
Our personal approach keeps your goals and aspirations at the centre of what we do, and allows you to benefit from our extensive investment expertise, ensuring the protection, growth, and long-term stewardship of your wealth across generations.
Edgar de Picciotto, Founder of UBP"Managing a family-owned private bank has enabled us to acquire a better understanding of the responsibilities and complexities that the management of family wealth implies."
Wealth planning solutions: from tax planning to wealth structuring
Our wealth planning services are designed to support you through key milestones in both life and business, helping you optimise tax planning, aim to grow your wealth, and secure it for future generations. We work closely with your personal advisors and trusted experts to provide tailored solutions that align with your unique financial goals and circumstances.
Tailored tax-efficient wealth management solutions
Take control of your financial future with our personalised wealth planning services, which are designed to help you optimise tax efficiency, protect your assets, structure your wealth, and achieve sustainable growth tailored to your needs.
Relocation and cross-border challenges
Navigate the complexities of relocation and cross-border financial matters through bespoke planning solutions designed to simplify managing assets across multiple jurisdictions.
Entrepreneurial investment strategies
Focus on your goals through a tailored approach to planning that supports you at every stage of your investment journey – whether you're preparing for an exit, managing wealth after a sale, or exploring global investment opportunities.
Next generation wealth transition
Protect your family's future and uphold your legacy with a personalised succession plan. From transferring wealth to future generations to supporting charitable causes, we align your financial decisions with your values and vision.
Services and investments may have tax consequences. Union Bancaire Privée (UK) Limited does not provide tax or legal advice. The tax treatment of investments depends on individual circumstances and may change. You should obtain independent professional advice regarding your tax and legal position.
Discuss your wealth planning journey with us
Please fill in this form so that one of our experts can contact you. Let us know about your goals and priorities so that we can better assist you with your request.
UBP: your dedicated private bank
We understand that building and preserving wealth demands vision, agility, and trust. That’s why we take a tailored approach when addressing your needs. From managing businesses to planning for relocation, legacy, and the next generation, we provide the expertise and stability you can rely on to achieve your aspirations.
From our family to yours: a legacy of trust
As a family-owned bank founded by entrepreneurs, we value long-term relationships and shared principles. Our independence empowers us to prioritise your needs, delivering personalised solutions with unwavering commitment to trust and continuity.
International presence, Swiss excellence
With more than 30 locations in key financial hubs worldwide, we combine global insights with local expertise. We are here to support your ambitions wherever they take you.
Swift decisions: agility aligned with your pace
We know the importance of timing. Our efficient structure enables us to make quick and effective decisions, providing you with the support you need exactly when it counts.
Trusted financial strength
Our financial strength reflects our stability and dependability. Backed by a Moody’s long-term deposit rating of Aa2* and a robust Tier 1 ratio of 23.1%, we offer the security and assurance you can trust to protect your wealth.
*The credit rating is the current opinion of the rating agency, regarding the creditworthiness of an issuer, with the rating providing an indication of the likelihood that the issuer may default on payments or become insolvent. Letters are used to represent the probability of default such as A, B, C, with higher grades representing a lower probability of default.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
