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Private Clients

Union Bancaire Privée is a pure-play private bank: managing client assets is our core business, meaning we have a specialised, client-centred approach.

UBP in the press 16.07.2018

Eric Morin covers a lot of ground in his role

cpjobs.com (14.07.2018) - It may not feature on his CV or official job description, but one of Eric Morin’s key skills is the ability to perform an astute balancing act. Doing that, though, has become second nature to him thanks to more than 30 years in finance and wealth management and a knack for managing change, planning adjustments, and taking a studied approach to every new initiative.

Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

Private clients

Tax and Wealth planning solutions

UBP believes that developing tax- and wealth‐planning services offers real added value to private clients, as they enable the Bank to provide guidance on a global approach to wealth management.

Private clients

Direct Investments

UBP’s Direct Investments Group is an exclusive service dedicated to experienced investors with an entrepreneurial mindset.

Private Clients

Discretionary Portfolio Management

If you would like us to actively manage your investment portfolio on your behalf and receive a high level of personal service to underpin your individual investment objectives over time, then our Discretionary Portfolio Management Offering is the best solution for you

Private Clients

Advisory services

With UBP’s advisory mandate, you will thus receive investment advice that is fully in line with your risk appetite.

Private clients

Why bank with UBP?

UBP is a pure-play private bank: managing client assets is our core business, meaning we have a specialised, client-centred approach.

Private Clients

Our family-owned bank is one of the best-capitalised in Switzerland, guaranteeing long-term financial stability. We share the same objective as our clients: preserving wealth in the long-term.

Insight 14.08.2018

Oil demand stays firm

WTI oil prices are down almost 10% since the beginning of July. At the beginning of August, oil prices started their longest weekly losing streak in three years. The US/China trade tensions fuelled concerns that global economic growth could slow, weakening worldwide energy demand.
Private clients

eBanking

Cont@ct is UBP’s online platform for private banking clients. It allows you to browse your portfolio estimates, account statements and transaction advices, contact us and make payments.

Our fund range

Funds

View all our funds.

Press Releases 19.07.2018

UBP announces a net profit of CHF 115 million

Net profit at the end of June 2018 rose to CHF 115.3 million, up 5.3% from CHF 109.5 million from the same period in 2017. The operating result of CHF 147.4 million, compared with CHF 133.9 million a year earlier, represents an increase of 10.1% (+ CHF 13.5 million). Assets under management reached CHF 128.4 billion thanks to net inflows of CHF 2.7 billion.

Private Clients

Regulatory environment

The OECD Common Reporting Standard / Automatic Exchange of Information

Newsroom

Latest news from the Bank

Don’t miss any of Union Bancaire Privée's latest news

Insight 30.07.2018

Exploiting opportunities in equities and managing risks in bonds

Investors entered 2018 optimistic following the stellar returns across most asset classes in 2017.