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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 15.11.2019

How to identify a global leader

Funds Society (13.11.2019) - Interview with Martin Moeller, Co-Head of Swiss and Global Equity

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.

Convertible Bonds

Convertible bonds add convexity to your portfolio

Find out why convexity works in the short-to-long term

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Expertise

Investment Outlook 2020

The Global Economy at the Crossroads

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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 02.12.2019

Exploring what lurks under the surface in credit

Spotlight - The emergence of economic ‘green shoots’ suggests the US ‘mini-cycle’ slowdown is nearing its end. However, investors should recall that the previous mini-cycles in the post-crisis period have each involved a credit event.

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 14.10.2019

New technology-focused equity long/short strategy

Union Bancaire Privée, UBP SA (“UBP”) is launching a new strategy in partnership with New York-based alternative investment manager Shannon River Capital Management, LLC (“Shannon River”).

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 20.11.2019

Navigating cross-currents in global equities

Spotlight - Though investor anxiety given the strong rally YTD in global equities is understandable, historically, strong January-October returns have been followed by gains averaging 4.8% in November-December.