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Independent Asset Managers

Our strengths

Our Independent Asset Manager (IAM) team is a key focus area of our banking activities.

Why UBP

Over 200 Independent Asset Managers worldwide have selected UBP, for its financial solidity, as their banking partner.


Why UBP?

Having grown steadily for over twenty years, this 30-strong dedicated department has staff in all of our Swiss offices and in key markets across the globe, from Monaco to Singapore, via London and Jersey. Over 200 IAMs (Independent Asset Managers) worldwide have selected UBP, for its financial solidity, as their banking partner. We have earned their trust and business by consistently exceeding their expectations. We are proactive and dynamic, constantly developing our services to adapt to changing market conditions and to take advantage of new opportunities.

Network and Service

Our extensive network and bespoke service have driven our success. We are dedicated to making your banking experience as efficient, transparent and personal as possible – wherever you are based. Our devoted IAM (Independent Asset Managers) relationship managers have been with us on average for 15 years, ensuring strong continuity of service. Being multilingual, the team also has in-depth knowledge and understanding of local environments.

The Entrepreneurial Spirit

Union Bancaire Privée is built on an entrepreneurial culture, which we apply to all our banking relationships. We understand the challenges and needs you have and work tirelessly to provide services that will allow you to successfully build and run your business.

Over the years, the Bank has grown quite significantly, and is now present in over 25 locations, boasting 10 booking centres including London, Monaco, Luxembourg and Singapore.

Long-Term Relationships

The combination of our family dimension, financial know-how and investment expertise allows us to provide strong foundations upon which to build long-term and trusting relationships.

 

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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