Get your personalised retirement plan
Planning for retirement is aboutmore than just securing your financial future - it's about achieving peace of mind and realising your dreams. Our personalised wealth planning services are designed to guide you through every step of your journey, ensuring a prosperous and fulfilling retirement.
Contact us to enhance your retirement plan with our tailored financial solutions.
At Union Bancaire Privée (UK) Limited, we bring decades of experience and a commitment to excellence in financial management. Our personalised approach ensures that your retirement plan is not only secure, but is also tailored to your unique aspirations. With UBP, you benefit from a legacy of stability, innovation, and client-focused service, empowering you to embrace the future with confidence and peace of mind.
Discuss your retirement plan with one of our Wealth Planners
Complete our form to be contacted by one of our expert financial advisors. We're here to help to craft a retirement plan that enhances your wealth and aligns with your aspirations.
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Our retirement planning services*:
Personalised Planning:
Our Wealth Planners take the time to understand your lifestyle, financial goals, risk tolerance and capacity for loss to create a personalised retirement plan.
Review and analysis:
We conduct an in-depth analysis of your entire financial life, including all financial products and investments, whether held with UBP or not.
Cash flow model:
We use a detailed cash flow modelling tool, which forecasts your future finances. It can help answer some of the most important questions with regards to your retirement plan.
Legacy Planning:
We can help you plan for the distribution of your assets, ensuring your legacy is preserved for future generations.
*Any services and investments may have tax consequences. UBP UK Limited does not provide tax or legal advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax or legal consequences.
Swiss excellence, global presence
Union Bancaire Privée (UBP) is recognised as a leading wealth management institution in Switzerland, and ranks among the largest privately-owned, family-run banks globally. Our strong capital foundations enable us to adopt a solid institutional strategy, while our unique structure maintains a personal touch that fosters agility and teamwork.
In the UK, UBP is one of the largest family-owned private banks, managing over GBP 20 billion in client assets. With offices in Guernsey, Jersey, Gibraltar, London and other key locations across the United Kingdom, we are well-positioned to deliver tailored wealth and asset management solutions, reaffirming our commitment to excellence and innovation in the market.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
