1. Our Offices
  2. UBP Monaco
Menu
Our Offices

UBP Monaco

UBP Monaco
Introduction

Since it was created in 2014 the Monaco branch of Union Bancaire Privée, UBP SA, a Monaco- and French-regulated institution, has steadily built up its offering to become a leader in the Principality. We offer traditional banking products and solutions but stand out among our peers through a range of exclusive services.

Invest in private markets 

Qualified investors can participate in our direct investment opportunities focused on niche sectors such as new technologies, commodities, renewable energy, property development and commercial aviation.

Access institutional-type execution for forex, derivatives and fixed income transactions

UBP Monaco’s investment specialists’ experience spans a total of 64 years, with special expertise in interest rate instruments, derivatives and forex trading. This know-how, combined with a proactive advisory service covering the main markets, ensures that active clients can see their transactions executed efficiently. 

Benefit from fully tailored portfolio manager

We offer investors the possibility of opting out of the “investment grid and benchmark” approach traditionally applied in discretionary portfolio management. We are able to actively manage their funds whilst taking into account their specific constraints and objectives.

Choose asset management alone, asset custody alone, or both

Capitalising on UBP’s expertise in institutional asset management, we can act as a portfolio manager for assets that clients hold with other banks. Conversely, we also offer custody services for clients wishing to combine UBP’s financial stability with external asset manager competencies.

Finance your alternative assets in a number of jurisdictions

UBP Monaco provides financing solutions for clients’ residential and commercial real estate projects. Our expertise covers the Monaco, French, UK and Swiss real estate markets. We also provide financing against a number of instruments, including hedge funds

Receive truly independent family office advice

UBP does not provide in-house family office services, nor are we affiliated to any external multi-family office. We have chosen to remain independent in order to provide fully objective advice to clients looking to set up the right organisation – whether that is creating their own family office, joining a multi-family office, or maintaining their network of external advisers. We then assist clients in implementing the preferred solution.

Tap into an international network

Clients can deposit their assets with UBP Monaco. They can also open an account through us with one of UBP’s ten other booking centres, including Geneva, London, Hong Kong, and Singapore. Being multilingual and multicultural is also a key factor in the quality of the services we offer: we speak English, French, Italian, Spanish, Portuguese, Russian, Ukrainian, and Arabic fluently. 

Contact us

Union Bancaire Privée, UBP SA, Succursale de Monaco
La Belle Epoque
17 Avenue d'Ostende
98000 Monaco

Contact Us

Fraudulent Website Notification

Union Bancaire Privée, UBP SA ("UBP" or “the Bank”) would like to alert all clients and the public to fraudulent websites detected by UBP listed below. UBP would like to advise that these websites have no affiliation or connection whatsoever with the Bank.

Date of detection Fraudulent Website Address
July 24, 2020 ubpinvest.org
June 8, 2020 westoncapitalbank.com
June 4, 2020 http://ubpinvest.com
June 3, 2020 ubpdirect.com
May 26, 2020 www.e-ubp.com


UBP has taken action deemed necessary and appropriate to protect the interests of its customers, the general public and the Bank. Any clients who have provided personal information or have conducted any financial transactions through these websites, are kindly requested to immediately report to the local Police and to contact their UBP relationship manager or Union Bancaire Privée, UBP SA at +41 58 819 21 11.

UBP in the Press

“UBP trusts in private markets, less correlated with traditional assets”

Sérène El Masri shares her impressions of Monaco as a financial centre

Read the interview
UBP in the Press

How the private banking industry has changed in Monaco

Sérène El Masri shares her first impressions of the Monaco market

Read the interview
Read more

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.

Expertise

Investment Outlook 2020 Reset

The Global Economy at the Crossroads

Read more
Read more - Discover UBP

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.

Read more

Investment Expertises

Discover all our areas of expertise in investment services.