1. Our Offices
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Our Offices

UBP London


UBP London

At UBP we recognise that every charity and not-for-profit institution is unique and we believe their investment portfolio should reflect this.

In our experience too many managers are offering standard packages. With this in mind we use your specific objectives as the starting point for any conversation and then build a solution that is customised to you.

Our offering

We provide truly bespoke, award-winning discretionary investment management services directly aligned with your objectives and we go out of our way to reflect all ethical restrictions or ESG concerns you may have.

We are able to provide flexible cash management and cost-effective Lombard lending offerings to help you to run your charity in as efficient a manner as possible.

Our dedicated charities team recognises the importance clients place on outstanding service and reporting. We understand that clients want to meet the people managing the money so we are happy to provide access to those people as and when required.

UBP and charities

We understand that the security of assets is more important than anything and are pleased to confirm that UBP has a Tier 1 ratio of 26.1%, ranking among the most capitalised banks in Europe; this is reflected in our Aa2 Moody’s rating.

UBP is part of the Cambridge Institute for Sustainable Leadership and has been signed up to the UN Principles for Responsible Investment (PRI) since 2012.

We are aware that investments can be complex and that often the knowledge of trustees varies – we are always available to explain, educate and answer any questions you may have.


UBP enters the world of cricket

UBP is pleased to partner with the International Cricket Council for the Cricket World Cup 2019

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Institutional clients

With a team of more than 180 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

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UBP in brief

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service.

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Investment Expertises

Discover all our areas of expertise in investment services.