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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 13.07.2018

Overlay strategies are up to today’s challenges

Equity markets still offer attractive investment opportunities, but since the beginning of the year they have seen increased volatility. In these conditions, overlay strategies can be an interesting solution for investors.

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.

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 20.07.2018

Emerging Markets: growth potential unaffected by the rising dollar

The decline in emerging-market currencies since March is the result of the dollar rally. However, emerging markets are still benefiting from synchronised growth in the global economy. That momentum provides a good opportunity to move back into this asset class.

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.

Our fund range

Funds

View all our funds.

Press Releases 19.07.2018

UBP expands its activities in the UK with the acquisition of ACPI

Union Bancaire Privée, UBP SA (UBP) has announced that it has agreed to acquire ACPI Investments Limited (ACPI), an independent London-based investment management company, and the activities of ACPI IM Limited in Jersey. The transaction is subject to the approval of the relevant regulatory bodies, and is expected to complete during the fourth quarter of 2018.
Private Clients

Regulatory environment

The OECD Common Reporting Standard / Automatic Exchange of Information

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Latest news from the Bank

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Insight 10.07.2018

Trade War Update

Asia Macro Strategy (10.07.2018) - The trade war that started last Friday (July 6th) has been well anticipated. The US initially imposed tariffs of 25% tax on US$34 billion worth of Chinese goods. The next US$16 billion will be announced in two weeks, according to US President Donald Trump.