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Private clients

Family Office Advisory

Family Office Advisory

At UBP we have helped many families set up the right family office structure for them and enhance their asset allocation to navigate financial markets with dedicated investment and wealth planning solutions.


Fully customised solutions

By covering a broad range of investments and wealth planning solutions, we work with clients to design a unique solution just for them. Our tailored approach gives clients access to the services of senior UBP experts who can help them define their requirements, explore opportunities and set up the right investment strategy for them.

Every proposal we make is fully tailored to the individual client’s needs. We pride ourselves on delivering innovation as standard, in close collaboration with our clients and experts.

Family office solutions

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The right family office structure for you

Establishing and operating a properly functioning family office can be a challenge. To make it a success, the right balance between an effective operational set-up, the appropriate level of risk management, and proper family office governance has to be struck. With its unique advisory service for setting up a family office, UBP is in an excellent position to support you in this.

Reflecting global best practices, UBP’s advisory process has been developed with a special focus on personalised practical guidance and clear advice to help you create your own customised family office.

Our wealth planners work closely with an extensive network of tax and law firms to enable you to access independent external professional advice and help you to set up the family office structure that works for your family, tailored to your specific circumstances and goals.

A unique investment approach to enhance your portfolio strategy

A key challenge faced by wealthy families is the difficulty in achieving target income yield in today’s public markets. With dividends under pressure and interest rates effectively flat, it is challenging to derive low-risk income. However, at UBP we boldly focus on innovative approaches to navigate unpredictable markets. We are ready to implement your investment strategy and can react quickly to your demands.

Our expertise and specialist know-how ranges from traditional to alternative asset classes. We constantly seek more effective ways to invest in traditional asset classes. We are especially sensitive to our clients’ investment needs and finding solutions to any obstacles you may face.

Discretionary Portfolio Management

Agility: at the heart of our discretionary management

Your goals and aspirations are unique – so is our approach to discretionary portfolio management.

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Awards

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