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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 23.05.2022

Biodiversity: the new driving force behind responsible investing

Le Temps (23.05.2022) - The finance industry is fully on board with the fight for a more sustainable planet, as shown by the spectacular growth in assets under management in the responsible investing segment.

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 20.05.2022

Residential mass-market housing: a defensive sector in an inflationary world

In a new study, UBP’s experts concluded that the mass-market housing sector is better positioned than other sectors to adapt to supply-chain disruptions and inflation risks.

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 02.05.2022

How will consumption patterns change with the next generation?

Demographic patterns and changes are a key driver of demand and consumption of goods.