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Being an independent bank, UBP is perfectly in tune with your needs as an independent wealth manager. We see our collaboration with you not only as a trust-based partnership but as a long-term personal relationship.
In addition to providing quick and efficient execution we lay out the full breadth of our financial know-how, including the expertise from our award-winning asset management arm and dedicated investment advisors. Our flexible wealth management solutions are designed so that you can have access to the best investment opportunities in today’s fast-changing markets to meet and also anticipate your clients’ needs.
The combination of our family dimension, client-centric approach and financial expertise allows us to provide a strong foundation upon which to build close and long-lasting relationships with our independent wealth managers.
From the comprehensive administrative assistance we provide as custodian, to our specially developed e-platform, as well as our innovative investment solutions, we apply the latest quality and regulatory standards to the services we offer to independent wealth managers.
As our partner as an independent wealth manager you have the support of over 200 investment experts renowned for their know-how, their agility and their strong convictions on major markets including the expertise from award-winning fund managers and dedicated investment advisors.
They work closely with your relationship manager to ensure you can satisfy your clients’ requirements.
We strive to offer independent wealth managers state-of-the-art tools, the full spectrum of investment solutions and the highest possible quality of service, so that you can focus solely on managing your clients’ wealth.
Our network spanning more than 20 locations worldwide gives you the choice of booking centres in eight jurisdictions for meeting your clients’ financial goals. As we are a custodian bank, those centres provide all the operational services you will need to safeguard and manage your clients’ assets.
We are proud of our open-architecture structure, which allows you to choose from a wide range of products (provided we are authorised to give you access to them) whether they are managed in-house or by external managers who have gone through our rigorous selection process.