1. Private clients
Menu

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 23.06.2022

Alternatives are back with diversification opportunities

Agefi Luxembourg (06.2022) - Against a backdrop of rising interest rates causing financial assets to be repriced downwards, investors may be interested in alternative strategies that show limited correlation with market indices.

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.

Expertise

Impact investing - Contributing to a more sustainable future

What are the key features of impact investing?

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 23.06.2022

UBP publishes 2021 Sustainability Report

UBP today released its 2021 Sustainability Report highlighting its approach to and progress on integrating sustainability into its investments and its own operations. 

Private clients

eBanking

UBP's online private banking platform 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 07.03.2022

UBP's ESG sovereign local-currency debt strategy

Union Bancaire Privée, UBP SA (UBP) announced today that it has widened its emerging market (EM) fixed-income offering with a new ESG sovereign local-currency debt strategy which favours investments in social, green and supranational issuers and meets the requirements of Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR)

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 08.06.2022

Impact Report 2021

Our impact investing franchise saw further substantial development in 2021: not only did we further refine our approach, but we launched the third strategy in our Impact range, which has biodiversity as its theme.