Our solutions
Investment Management Services
At Union Bancaire Privée (UK) Limited, we value active management and diversification, integrating global economic outlooks with expertise in asset allocation, investment selection, and portfolio construction.
You can access our investment process and expertise in a way that suits you. Many people opt for our discretionary management service, where we construct and then manage a portfolio on your behalf. Those clients with the time and confidence to make their own investment decisions often prefer our advisory or execution-only services. Whichever route is right for you, you’ll have direct contact with the people responsible for managing investments and providing advice.
Discretionary
You may wish to delegate investment decisions to our experts, either because you do not have the time or the immediate access to market information to make timely investment decisions. Or perhaps you simply prefer to entrust an investment professional with your financial assets. UBP offers three discretionary investment management services:
Funds Service
Your portfolio will be managed and implemented using one or more of the funds from the range managed by Union Bancaire Privée (UK) Limited; these are chosen to meet your risk profile and investment objectives. These funds provide an efficient means of accessing our investment philosophy and process.
Discretionary Portfolio Service (collectives)
Discretionary Portfolio Service (collectives): Your portfolio will be managed and implemented using a range of collectives or other instruments where appropriate. The asset allocation will be managed according to our investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Discretionary Portfolio Service (direct)
Your portfolio will be managed and implemented using equities and government bonds where we consider it suitable. The asset allocation will be managed according to our investment philosophy and process to ensure that the portfolio continues to meet your risk profile and investment objectives.
Advisory
You make the final decision on your investments with advice provided by our investment management experts. We provide you with the expert investment knowledge you need to make informed portfolio decisions, allowing you to stay in control of your investments. Advice can take many different forms, and we offer a holistic approach to help you make investment decisions:
- Asset allocation: Defining a global asset allocation overview of your portfolio, will allow you to quantify your risk tolerance
- Recommendations: Once we have defined your optimal asset allocation with you, we help you build your personalised portfolio and provide you with investment advice based on your requirements and our investment convictions.
- Risk management: We monitor your portfolio and may recommend new investment ideas consistent with your investment profile and changing market conditions.
Execution Only
This enables you to invest directly in markets with no investment advice provided by our experts. If you are passionate about making your own investment decisions and simply require a platform to execute orders, this is an ideal option.
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We offer different levels of service to add value to your trading experience, combining security, trading freedom and speed of execution.
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You will have access to our dedicated execution teams who can discuss your requirements in detail and place your orders for you. Our team in London can provide you with publicly available information and key trading metrics on your investments as required, and work with you to execute your investment decisions quickly whilst also minimising price impacts.
Explore UBP UK's offering
Driven by an expertise-led culture and strong client relationships, we integrate in-depth knowledge in wealth and asset management to create tailored innovative solutions for our clients across traditional and alternative investments. This breadth of expertise ensures we can precisely meet even the most complex financial needs.
UBP (UK) - London
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP Londres
Notre bureau de Londres, ouvert en 1991, propose des services aussi bien dans le domaine de l’asset management (gestion d’actifs) que du wealth management (gestion de fortune). Situé dans le quartier central de Marylebone, UBP Londres emploie plus de 130 personnes (au 31 décembre 2022).
UBP (UK) Edinburgh
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Jersey
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Gibraltar
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Leeds
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Guernsey
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Cambridge
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
UBP (UK) Newbury
UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
17.07.2025
Résultats semestriels 2025
L’Union Bancaire Privée annonce une hausse de ses fonds sous gestion de plus de 11%, à CHF 171,7 milliards
15.07.2025
Building Bespoke Portfolios with Agility
How UBP is deepening its client-centric investment proposition in Asia?
14.07.2025
UBP Weekly View - Equities steady ahead of earnings season
The fresh salvo of tariffs paused the rally on global equity markets, leaving them broadly stable. Renewed tariff threats are reigniting concerns about global industrial supply chains, generating doubts about whether or not these pressures will erode corporate margins. The upcoming earnings season, which kicks off this week, may offer some hints of an answer.
08.07.2025
UBP Currency Views: Who wins when the USD loses?
The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.
07.07.2025
UBP House View - July 2025
With summer under way, aligning income generation with long-term growth helps reinforce portfolio resilience. A well-balanced allocation remains essential to navigating the coming months with confidence.
07.07.2025
UBP Weekly View - Brighter earnings outlook for US equities
Investor sentiment in equities was buoyed last week by the passage of the ‘Big Beautiful Bill’, signs of US economic resilience, and hopes of easing trade tensions.
US equities remain our preferred sector for the second half of the year, underpinned by stronger earnings growth expectations, a persistently weaker dollar, and significant exposure to the technology sector.