UBP Geneva

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Geneva is the seat from which Union Bancaire Privée (UBP) has been developing since 1969, to become one of the biggest family-owned private banks in the world. UBP’s headquarters, right in the centre of Geneva, are the largest of UBP’s sites worldwide. The head office is also one of the eleven booking centres the Group has spread across the world’s financial and economic hubs. Our experienced wealth management professionals working out of Geneva provide both private and institutional clients with high-quality, specialised services.

Private Banking

Our Private Banking division has developed a diversified range of Discretionary Portfolio Management and Advisory mandates designed to meet the specific requirements of all our private clients.

For sophisticated private clients who wish to manage their own investment strategies, we offer direct access to our trading room.

Geneva is also where UBP’s wealth engineering experts (Wealth Planning) are based, putting together reliable and lasting tax planning solutions that comply with the rules, regulations and laws of your jurisdiction. They will help you not only to secure and grow your wealth, but also to prepare for an optimal transfer of that wealth to your heirs.

Family Office Advisory, an integral part of UBP’s Wealth Planning department, offers exclusive support in the selection of multi-family offices and the creation of single-family offices.

The Private Markets Group (PMG) puts forward private equity investment opportunities in various sectors including real estate (retail parks, public real estate, student accommodation), commercial aviation, new technology, commodities and renewable energy.

Asset Management

The Asset Management division at UBP Geneva supports institutional clients with flexible solutions suited to their goals.

Our strategies are actively managed and range from collective investment vehicles to bespoke mandates as well as fully dedicated funds. In an increasingly complex financial environment, we are tuned in to our clients’ evolving investment needs and fulfil them with innovative products. The combination of our know-how in traditional asset management and our cutting-edge expertise in diversified asset classes and investment strategies is what makes our product and service offering stand out.