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Private Clients

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

Awards 04.11.2016

UBP: Best Private Bank – IM Platform, and Best Fund Manager

UBP has been recognised as Best Private Bank (Investment Management Platform) and Best Fund Manager at the WealthBriefing GCC Region Awards 2016 ceremony, which was held on 1 November at the Taj Dubai.

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 23.02.2017

The expected performance drivers for convertible bonds

From the fall in the oil price to Donald Trump’s victory via the shock of the UK’s decision to leave the European Union, 2016 confounded all predictions.

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 24.01.2017

UBP reports a solid net profit of CHF 176.4 million

UBP saw profits excluding non-recurring items (operating income) rise significantly by 26.3%. Net profits reached CHF 176.4 million.

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.

Newsroom

Latest news from the Bank

Don’t miss any of the Group’s latest news
Insight 16.02.2017

Spotlight: China tightens modestly

What pitfalls and opportunities does this present?

Private clients

Direct Investments

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