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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 20.02.2019

Convertibles’ options continue to be the main attraction of the asset class

Funds Magazine (02.2019) - “Generally, European convertibles have become highly defensive. The risks in investing in this asset class are therefore limited, as economic growth is still relatively solid and the outlook is decent for companies.”

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 22.02.2019

Does January’s Credit Jump Signal China's QE?

China’s January total new credit (aggregate financing, flow data) reached a record high of RMB4.64trn ($690bn). Our China’s Credit Impulse Indicator finally turned around for the first time in 14 months. Does this signal a return of China’s aggressive reflation policy?

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 17.01.2019

Annual results 2018

Union Bancaire Privée announces a net profit of CHF 202.4 million, and net asset inflows of more than 5%

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 31.01.2019

Measuring funds’ social and environmental impact

In 2018, UBP started a collaboration with the Cambridge Institute for Sustainability Leadership (CISL), a pioneering institution within the University of Cambridge working with influencers to build a sustainable economy.