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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 23.10.2017

Applying nudge theory to private banking

Le Temps (23.10.2017) - The great wave of regulation following the 2008 crisis has been driven by the laudable aim of increasing transparency and client protection. However, it has also encouraged behaviour that favours passive investment at the expense of absolute returns.

Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

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.

Our fund range

Funds

View all our funds.

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

Regulatory environment

The OECD Common Reporting Standard / Automatic Exchange of Information

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 13.11.2017

Spotlight: China

Insights from the 19th Communist Party Congress

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.

Press Releases 26.10.2017

UBP enhances its emerging market capabilities

UBP has announced a new addition to its emerging market fixed income capabilities with the launch of a new offering – Emerging Market Sovereign Bond.

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.

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Latest news from the Bank

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

Insight 19.10.2017

Some segments of the bond market are still capable of delivering good returns

The current market environment is contradictory to some extent. Economic activity remains strong, with firm, synchronised growth across all geographical zones, and inflation is neither too high nor too low, allowing central banks to take a very gradual approach when bringing their monetary policies back to normal.

Private clients

Direct Investments

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