Family Office Wealth Management

Personalised investment and family wealth solutions: trust, discretion and collaboration.

Guided by the values of our entrepreneurial, family-owned bank, we are dedicated to designing, monitoring, and managing family portfolios in line with your unique strategy.

Our approach allows you to fully benefit from our extensive investment expertise, ensuring the protection, growth, and long-term stewardship of your wealth 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."

Edgar de Picciotto, Founder of UBP

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UBP: bespoke Family Office solutions across generations

At UBP, we are dedicated to providing bespoke family office solutions that address the unique needs of high-net-worth families. Our human approach begins with you: we start with the family, establish family governance, then organise investments. This process aims to safeguard and grow your wealth for generations to come.

Tailored wealth management solutions

At UBP, we understand that every family is unique. Our family office services are fully customised to align with your specific goals, values, and long-term vision. From investment strategies to estate planning, we design solutions that reflect your family's priorities and aspirations.

Next generation and multi-generational wealth preservation

We specialise in safeguarding your family’s legacy for future generations, with a dedicated focus on the next generation. Our experts provide strategic advice and robust structures to ensure the seamless transfer of wealth, helping you build a financial framework that endures over time.

Access to global investment expertise

Leverage UBP’s extensive global network and investment expertise. Our family office solutions provide access to exclusive opportunities across asset classes, markets, and geographies, ensuring your portfolio is diversified and optimised for growth.

Comprehensive and integrated services

From financial planning to philanthropy and governance, UBP offers a holistic approach to family office services. Our integrated solutions ensure that every aspect of your wealth is managed with precision and care, giving you peace of mind.

Our approach to family wealth

At UBP, we have been proudly supporting entrepreneurs, ultra-high-net-worth individuals (UHNWIs), and their families since our founding in Switzerland in 1969. As a family-owned bank, we have developed a deep understanding of the complexities and dynamics of managing family wealth.

Whether you are structuring liquidity from a business event or preserving an established legacy, your decisions are shaped by your family’s values, dynamics, and long-term aspirations.

Our approach to family wealth management starts with your vision. We invest the time to understand your family’s values, governance, and dynamics. By building a relationship grounded in trust and open dialogue, we help structure your wealth with clarity and intention. From key milestones such as business transitions to long-term succession planning, we ensure your wealth supports what matters most: your family, your purpose, and the generations to come.

Global presence, Swiss excellence

UBP was founded in 1969 in Geneva, Switzerland, and since then has built strong financial foundations, established a presence in over 30 locations around the world, and grown its assets under management to over CHF 180 billion on the strength of its renowned wealth and asset management expertise.

Under the leadership of the second generation of the founding family, the Bank has positioned itself as one of Switzerland’s leading privately-owned banks, providing world-class investment capabilities and wealth management services.

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