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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.

Awards 04.11.2016

UBP: Best Private Bank – IM Platform, and Best Fund Manager

UBP has been recognised as Best Private Bank (Investment Management Platform) and Best Fund Manager at the WealthBriefing GCC Region Awards 2016 ceremony, which was held on 1 November at the Taj Dubai.

Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

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.

Our fund range

Funds

View all our funds.

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

Regulatory environment

The OECD Common Reporting Standard / Automatic Exchange of Information

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 26.05.2017

The time is right for convertible bonds

The beginning of a trend

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.

Press Releases 13.03.2017

UBI becomes UBP Asset Management (France)

Union Bancaire Privée (UBP) has announced that its French asset management subsidiary has changed its trade name. Formerly known as UBI, on 1 March 2017 it became UBP Asset Management (France).

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.

Newsroom

Latest news from the Bank

Don’t miss any of Union Bancaire Privée's latest news

Insight 17.05.2017

Liquid Alternatives to complement a Fixed Income Allocation

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.
Private clients

Direct Investments

UBP’s Direct Investments Group is an exclusive service dedicated to experienced investors with an entrepreneurial mindset.