Credit offering
Personalised wealth management services
Whatever your plans, priorities, nationality, residence, risk profile… our aim is to respond to your wealth management needs and achieve your financial goals.
Our Wealth Management services span a wide range of needs and are delivered in close collaboration with our Asset Management specialists. This ensures comprehensive coverage of needs, and gives private clients under management mandates access to solutions that are normally only available to institutional clients.
Regardless of your level of financial knowledge, we take the time to fully understand your needs to find the best solutions for you. We specialise in wealth management and the primary aim of our commitment to you is to preserve and grow your wealth over the long term.
Our e-Banking system gives you access to your portfolios from any device and a direct line to your relationship manager. Read on or get in touch to find out more.
UBP’s Managed Solutions
You set the rules. We invest on your behalf.
We work with you to understand your goals and build a personalised investment plan, and then we manage your wealth in alignment with your ambitions and constraints applying a diversified or specific investment approach.
Diversified returns
By choosing our multi-asset solutions, you opt for active or passive diversified management, based on the recommendations of our Global Investment Committee, which prioritises a rigorous investment process, liquidity, transparency and risk monitoring, drawing on all our skills.
Specific returns
For an even more bespoke approach, our experts in all asset classes use a variety of strategies to match your preferences and needs, by setting a clear focus on investment terms or by exploiting certain market conditions.
Sustainability preferences
We combine your sustainability preferences and financial goals across the entire range of solutions with different degrees of personalisation.
Advisory mandates
We advise. You decide.
If you prefer to take an active role in the management of your wealth based on investment advice provided by an expert, then UBP Advisory is the best solution for you.
We are able to support you and provide you with investment ideas across all major asset classes, a breadth of market analyses, and optimal asset allocation recommendations while all final investment decisions remain in your hands.
Investment solutions
You may have more focused requirements. No problem, our expertise is broad.
Our range of in-house funds complemented by strategic partnerships and carefully selected third-party products are designed to fit into a well balanced portfolio.
Our wealth management know-how is complemented by expertise in a wide array of asset classes: Equities – Fixed income – Alternative investments – Impact investing – Multi-asset
The team focuses on investment opportunities in sectors such as real-estate development, commercial aviation, new technologies, commodities and renewable energies.
We tailor investment proposals to our clients' risk tolerance, but also their areas of interest and regulatory constraints. UBP's well-connected global network enables us to offer clients an extensive array of opportunities in private equity, private debt, infrastructure, and real estate. See more.
An actively managed certificate (AMC) is a structured product which offers investors a simple and cost-effective way of participating in the performance of a wide range of asset classes through a strategy basket or tailor-made index without having to buy the underlying assets individually.
We use a proprietary state-of-the-art platform which provides portfolio views, key figures, rebalancing capabilities, certificate documents, and performance reports.
In the global forex market, keeping abreast of technical changes and fundamental movements as well as anticipating potential geopolitical events can be very time-consuming.
UBP has the expertise to help you develop and execute a personalised forex strategy and to make it an integral part of your broader asset allocation.
Our forex solutions encompass tactical and strategic trading ideas, passive and active hedging strategies, forex structuring services, and gold and precious physical metal strategies.
Responsible investment, which began as a niche some years ago, is now at the forefront of many of our clients’ minds and increasingly embedded in our approach.
At UBP we firmly believe that long-term risk-adjusted returns can be enhanced through ESG integration, active ownership (engagement and voting) and a focus on the impact our investments make.
e-Banking
Our e-Banking service has been developed for our clients as a completely secure way for you to
- Access your portfolios
- Make payments
- Authorise documents
- Keep up with UBP’s news
- Talk to your relationship manager
wherever you are, whenever you want and from any of your mobile devices.
UBP Geneva
Geneva is the seat from which Union Bancaire Privée (UBP) has been developing since 1969, to become one of the biggest family-owned private banks in the world. UBP’s headquarters, right in the centre of Geneva, are the largest of UBP’s sites worldwide. The head office is also one of the eleven booking centres the Group has spread across the world’s financial and economic hubs. Our experienced wealth management professionals working out of Geneva provide both private and institutional clients with high-quality, specialised services.
UBP Luxembourg
UBP has been active in Luxembourg since 1971 through its subsidiary Union Bancaire Privée (Europe) S.A. Over the years, Union Bancaire Privée (Europe) S.A. has steadily built up its presence through major acquisitions and solid organic growth to become one of the Top 10 Luxembourg private banks (in total assets). As the Group’s European hub, UBP Luxembourg is fully licensed to carry out its activities in the European Union, which allows our experts to serve our clients in each of the 27 Member States from our headquarters in Luxembourg.
UBP London
UBP London branch was established in 1991 and provides asset and wealth management services to private and institutional clients. Driven by an expertise-led culture, we integrate in-depth knowledge in wealth and asset management to create tailored solutions for our clients.
UBP Singapore
UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia
UBP Hong Kong
UBP: A family-owned bank with a legacy of innovation and strong foothold in Asia
UBP Monaco
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.
UBP Zurich
The Zurich branch of Union Bancaire Privée, UBP SA (UBP) is the second-largest office of the Group’s global network with CHF 22 billion in assets under management. At its prime Bahnhofstrasse 1 location, UBP Zurich employs over 230 staff (as at 31.12.2022) providing private banking and asset management services for private and institutional clients. UBP Zurich works closely with the Group’s fourteen investment offices across the globe.
UBP Portugal
Union Bancaire Privée (Europe) S.A. – Sucursal em Portugal (“UBP Lisbon”), a branch of the Luxembourg subsidiary of Union Bancaire Privée, UBP SA (“UBP”) in Geneva, is located in the heart of Lisbon. It began commercial operations in January 2024 with the aim of offering its clients a more convenient, local service, and to provide immediate support for each client’s individual needs, along with local investment consultancy services.
13.05.2025
UBP House View - May 2025
Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.
08.05.2025
One Bank: The strength of teamwork
We recently held UBP’s Wealth & Asset Management Forum at the InterContinental hotel in Geneva. The event brought together 250 people from different – in some cases distant – parts of the group. The guests included many fresh faces following the acquisition of SG Kleinwort Hambros and SG Private Banking Switzerland, as well as some non-acquisition joiners who came to UBP less than a year ago.
05.05.2025
90-day tariff truce: what lies ahead?
On 9 July, President Trump’s 90-day tariff suspension is set to expire. What will this mean for investors?
02.05.2025
Demand for gold continues to rise
Since early November 2024, the gold price has risen from USD 2,600 to highs of above USD 3,500 per ounce. The precious metal received additional support in early February when investors realised that Donald Trump was serious about his tariff programme.
24.04.2025
Teresa Lee hits the ground running as UBP’s North Asia boss
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
16.04.2025
UBP House View - April 2025
Tactical risk management helped us ride out one of the sharpest market dips since 2020. Gold and cash remain reliable safe havens.
08.04.2025
World growth under tariffs
The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.
03.04.2025
How women in the Gulf are moving beyond inheritance to become wealth creators
They are increasing affluence through careers, entrepreneurship, investments and savy wealth management.
