17.07.2025
First half-year results 2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
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Guided by our own values as an entrepreneurial, family-owned bank, at UBP we are committed to providing high-level guidance designed to protect, grow and manage your family’s wealth across generations.
We engage families with emotional awareness and empathy, addressing challenges like succession planning, decision-making clarity, and next generation engagement. Whether you need a tailor-made governance framework, support in managing family dynamics, or strategic solutions for wealth preservation and growth, we help you turn complexity into clarity, so your legacy thrives for generations to come.
UBP remains in the hands of the de Picciotto’s, and is a leading family-owned bank. The second generation successfully took over full management in 2016. The third generation is now rising through the ranks, poised to shape the future. The fact that the shareholders are one family guarantees our solidity and the alignment of the shareholders’ interests with those of our clients: UBP is a bank built on legacy and long-term commitment.
Our Family Office Solutions Team provides you with one single entry point to a global perspective. With access to the full range of UBP's expertise, we provide our clients with institutional-level services. We build strategic and diversified portfolios reflecting your family’s purpose and DNA.
Our approach is rooted in trust, discretion, and close collaboration with carefully selected internal and external specialists. Every solution caters to each family’s unique values, priorities, and long-term vision. We are committed to providing attentive and personalised support for your family at every stage of our process.
Our goal is to create lasting peace of mind and ensure your family legacy is protected and preserved across generations.
"Managing a family-owned private bank has enabled us to acquire a better understanding of the responsibilities and complexities that the management of family wealth implies."
UBP is a forward-thinking bank that anticipates and innovates, providing you with the right solutions for now and for the future. Headquartered in Geneva, with offices in Switzerland and beyond, we have become one of the largest family-owned banks in the world. Our prudent and rigorous approach to risk and balance-sheet management has helped build a strong financial base.
Data as of 31 December 2024
Moody’s long-term deposit rating
Nextgen Trainees
80+Investment specialists
200+Families
150+Understanding your family’s DNA to shape a tailored strategy
We guide you in creating a tailored family roadmap by exploring family dynamics.
Establishing family governance and guidelines to protect your wealth legacy
We focus on creating family guidelines that align with your family's goals and mission.
Ensuring financial security through reviews, controls, and monitoring
We focus on preparing your family for future endeavours with professional supervision.
UBP Family Office Solutions offers a holistic approach centered around 3 dimensions: Human, Wealth, and Ecosystem.
The human dimension emphasises attentive listening and empathy to understand the Family DNA and craft personalised guidelines.
As a pure-play wealth and asset management bank, we provide institutional access through a team of over 200+ investment specialists.
Our ecosystem of trusted partners aims to simplify the selection process for external specialists by recommending efficient and secure providers.
WealthBriefing Swiss Awards 2024
Best Family Office Offering
Monica Espinosa
Head of Family Office Solutions
Monica has over two decades of experience in wealth management, having headed up services to EAMs and led change management initiatives. Among her qualifications she holds the CFWA and CFBA family wealth and business certifications from the Family Firm Institute (FFI).
Pierre Ricq
Senior Family Advisor
Pierre leverages two decades of experience in private banking. He holds the CIWM and CWMA postgraduate certifications and has completed an executive program at INSEAD. Pierre leads the Family Officer Certificate program at ISFB.