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UBP in brief

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service. Today, we continue to apply our forward-looking vision, our entrepreneurial spirit and our leading investment expertise to offer our clients significant added value and performance over the long term

We focus on the one activity we excel at – wealth management for private and institutional clients. Our energy and resources are dedicated to constantly expanding our expertise in this field. We are proud to attract and foster outstanding talent among our teams, in order to offer a service of the highest calibre.

All the divisions of our Bank serve each other. Our integrated business model ensures an exceptionally efficient and agile spread of skills and knowledge. Our business is built on a strong commitment to sharing our know-how and exchanging ideas with our clients.

We build solutions around your views and your needs. Our aim is to provide constant, in-depth guidance, and to empower you to directly influence your wealth management strategies. This approach enables us to deliver the bespoke investment solutions upon which our success is founded.

Fast-moving and visionary

UBP has grown, in just a few decades, to be recognised among our peers as a stable, reliable and successful private bank with an unmatched talent for entrepreneurship and vision.

Today, UBP stands among the leaders in the field of wealth management in Switzerland. It continues to expand both in its home market and abroad, consistently stepping up its private banking activities and reinforcing its asset management capabilities.

In the last five years, the Bank has acquired the Swiss subsidiary of the ABN AMRO group, the international private banking business of Lloyds, as well as Nexar Capital Group, a major player in the alternative investment space.

Moreover, having established two successful joint ventures with TransGlobe – a company renowned for its expertise in the Chinese market – the Bank has most recently partnered up with a leading asset management team in China to found a new company, UBP Investment Management (Shanghai) Ltd.

Solid and well-established

With assets under management of CHF 118.3 billion as at the end of December 2016 and a professional, global workforce of around 1,665 people, Union Bancaire Privée is a major player in Switzerland’s wealth-management industry. Headquartered in Geneva, the Bank is also present in Switzerland’s other economic and financial hubs – Zurich, Basel and Lugano –, as well as in some twenty-five locations worldwide, enabling it to combine global expertise with local know-how.

The Bank sets itself apart with its financial robustness, which is thanks to careful risk management and conservative balance sheet oversight. With a Tier 1 ratio of 24.4% – well above the regulatory requirements –, UBP ranks among the most strongly capitalised Swiss banks.

Agile and robust

The size and the structure of our organisation enable prompt and fully-informed decision-making. We continuously demonstrate our ability to act quickly and seize opportunities, and this agility benefits not only our clients, but also serves our own vision for growth.

We manage our business carefully, keeping the Bank financially sound. The strategic and far-sighted choices we make allow us to keep growing, as we firmly believe in the future of our wealth management business, regardless of any dramatic shifts in the financial industry.

It is this strength, coupled with our agility, that puts us ahead of our competitors.

Disclaimer video
This  video constitutes  marketing  material  and  is  not  the  result  of  a  financial  analysis  or  research  and  therefore  not  subject  to  legal  requirements  regarding  the  independence of investment research. It is furnished for general information purposes only and does not constitute an offer or recommendation to enter into any type of financial transaction or to conclude any type of mandate with Union Bancaire Privée, UBP SA, or any entity of the Group (hereinafter «UBP»). This video is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of, or is located or incorporated in, any jurisdiction where such distribution, publication, availability or use would be contrary to applicable laws or regulations, or which would subject UBP and/or its subsidiaries or affiliates to any registration or licensing requirement within such jurisdiction. This video may not be distributed, reproduced or referred to (in whole or in part) without the express written consent of UBP. This video reflects the opinion of UBP as of the date of issue. The information, opinions and analysis contained herein have been based on sources believed to be reliable. However, UBP does not guarantee their timeliness, accuracy, or completeness. All information, analysis and opinions are subject to change without notice at any time and with no obligation to update. This  video is  not  intended  to  provide  a  sufficient  basis  on  which  to  make  an  investment  decision  and  is  not  a  personal  recommendation  or  investment  advice.  It is intended only to provide observations and views, regardless of the date on which the reader may receive or access it. Each person is urged to determine whether any investments suit their particular circumstances and to independently assess, with professional advisors, the specific risks incurred, including without limitation at the financial, regulatory, legal, accounting and tax levels. Past  performance  and/or  financial  market  scenarios  are  no  guarantee  of  current  or  future  returns. Where  these  materials  contain  statements  about  future performance, such statements are forward looking and subject to a number of risks and uncertainties. The opinions, analysis and information herein do not take into account circumstances, objectives, or needs of any specific person. Investments may be subject to risks that are difficult to quantify and to integrate into their valuation and significant fluctuations in their value or return may occur. Products with a high degree of risk, such as derivatives, structured products, or alternative/non-traditional investments (hedge funds, private equity, real estate funds, etc.) are suitable only for sophisticated investors who are capable of understanding and assuming the risks involved. Investments in foreign securities or currencies involve additional risk as the foreign security or currency might lose value against an investor’s reference currency. This video is without express or implied warranties or representations of any kind and UBP will not accept any liability whatsoever for any loss or damage resulting from the use of, or reliance on, the information, analysis or opinions contained herein. Copyright UBP. All rights reserved.

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For several years now, the Bank, its managers and its funds have regularly received awards from independent research institutes.

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