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Why Bank With UBP?

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 Banking key messages

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.

As a client, you can choose any one of our ten booking centres around the world, including Geneva, London, Monaco and Singapore.

Our private bankers have vast investment expertise and have been with UBP for an average of thirteen years. They serve a limited number of clients, allowing for a highly personalised relationship based on a long-term commitment.

Agility lies at the heart of our entrepreneurial culture. We favour a responsive and flexible approach, as well as a quick decision-making process, which enables us to seize the best opportunities for our clients. Our integrated business model favours close integration of Private Banking with our Asset Management division, providing our private clients with access to market-leading advice.

Our core areas of expertise (which may not be available to all of our clients, depending on their country of residence and investor status) are:

  • Traditional, long-only funds with a special focus on emerging market debt, emerging market equities, convertibles, global fixed income, as well as Swiss and European equities;
  • Alternative Investments: we have been using hedge funds in client portfolios since 1972 which has given us significant experience in Hedge Fund Selection & Advisory;
  • Equity Research: our analysts’ stock-picking has outperformed global equity indices each calendar year since we began performance measurement at the end of 2005;
  • External fund managers: we have decades of proof of the value of selecting external managers. We promote the core idea of refining what we do best in house and work with highly valuable external managers when we do not have the necessary in-house expertise.

We have developed a full range of products and services that may be available, under certain conditions, to selected private clients. This includes:

  • Discretionary mandates: innovative and tailor-made solutions designed to fit your expectations and fulfil your investment needs.
  • Investment advisory: proactive investment advice in order to help you make your own investment decisions.
  • Market access: direct access to the trading floor for savvy, sophisticated investors and independent asset managers, enabling them to implement their own strategies.
  • Tax and & Wealth planning services: our solutions are designed to ensure the preservation and transmission of your wealth from one generation to the next.
  • Tailor-made solutions for sophisticated clients, such as the ability to realise direct investments and benefit from our credit solutions.
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.