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Advisory services

We advise, you decide. If you prefer to make your own investment decisions, then Union Bancaire Privée's Advisory service is right for you.


Your investment journey with Union Bancaire Privée starts with a complete understanding of your personal needs and financial objectives, as well as your preferred level of engagement with our investment experts.
This is the base we build together to understand your risk appetite and then define your wealth management strategy.

You choose how to shape the allocation of your portfolio across a full range of asset classes and we are able to support you with ideas and broad market analysis to help you achieve your financial objectives.
This powerful combination gives you independence and a close personal involvement as you build the investment strategy that meets your needs.

Choosing an Advisory service gives you privileged access to UBP's vast knowledge base of investment research and analysis, as well as high-conviction investment ideas inspired by the in-depth research process led by the investment experts of the Global Advisory team to help you in your decision-making process.

You choose your level of engagement with our investment experts

  • CLASSIC ADVISORY

You want to make your own investment decisions with advice from your relationship manager while having access to investment ideas and a range of market analyses to help you achieve your financial objectives.

  • PREMIUM ADVISORY

You want to benefit from personalised advice from your relationship manager who will assist you in navigating through a broad range of investment instruments to help you meet your financial objectives.

  • PARTNER ADVISORY

You want to receive proactive investment advice from a dedicated investment expert, tailored to your return expectations, time horizon and risk profile across all asset classes.

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Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

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Awards

For several years now, the Bank, its managers and its funds have regularly received awards from independent research institutes.