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Independent Asset Managers

Our relationship model

Union Bancaire Privée is a major player in Switzerland’s wealth-management industry, yet our size allows for flexible and customised solutions.


A major banking player, a personal approach

Our team of client-oriented professionals is exclusively devoted to helping you satisfy your core business need: nurturing your client relationships. In order to achieve this, we offer personalised, fast and flexible services.

Trust

The foundation of an Independent Asset Manager partnership is trust between the client, the independent manager and the Bank. We enforce strict quality control on all relationships and have established clear guidelines as to the role each party plays.

Your advisor when building your Independent Asset Manager business
Building your own business can be complex and loaded with heavy administrative burdens. Our long track record and the advice from our experienced professionals are valuable assets in this specific phase of your business. Later, we can also advise on growth strategies or even potential partnerships with other IAMs (Independant Asset Managers).

Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

Our fund range

Funds

View all our funds.

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