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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 03.12.2018

It’s all in the family for Union Bancaire Privée's de Picciotto

The Straits Times (25.11.2018) - As times change, CEO’s ambition is to make UBP one of the biggest family-owned banks.

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 13.12.2018

UBP Investment Outlook 2019

Opportunities and Threats in a Desynchronised World

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 17.10.2018

UBP launches a Positive Impact Equity strategy

Union Bancaire Privée has announced a new addition to its equity product range with the launch of a Positive Impact Equity strategy. This reflects the Bank’s commitment to responsible investment and addresses the growing client demand for investment solutions that combine ethical aspects with performance.

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 01.11.2018

US Congressional elections - November 2018

Spotlight - US Congressional elections are set to take place on 6 November.