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Private clients

Advisory services

We advise, you decide. If you prefer to make your own investment decisions, then Union Bancaire Privée's Advisory service is right for you.

Your investment journey with Union Bancaire Privée starts with a complete understanding of your personal needs and financial objectives, as well as your preferred level of engagement with our investment experts.
This is the base we build together to understand your risk appetite and then define your wealth management strategy.

You choose how to shape the allocation of your portfolio across a full range of asset classes and we are able to support you with ideas and broad market analysis to help you achieve your financial objectives.
This powerful combination gives you independence and a close personal involvement as you build the investment strategy that meets your needs.

Choosing an Advisory service gives you privileged access to UBP's vast knowledge base of investment analysis, as well as high-conviction investment ideas inspired by the in-depth research process led by the investment experts of the Global Advisory team to help you in your decision-making process.

The products or services mentioned are provided as general information only and are not intended to provide investment or other advice. Not all products or services described are available in all jurisdictions. Past performance is not a guarantee of future results.

For full disclaimer, please refer to UBP legal disclaimer.

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Awards

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