Our solutions
Wealth & Financial Planning
Union Bancaire Privée (UK) Limited helps you to organise and structure your assets in the right way, so you can enjoy the freedom that comes with knowing you have a secure financial future.
A comprehensive wealth plan is key to taking care of your wealth for current and future generations. Whether you require a thorough review of your finances or specific advice on a particular aspect of your needs, wealth planning experts can help.
Our wealth planners are specialist advisers who analyse your personal and professional assets and suggest a flexible wealth strategy according to your needs.
Global Wealth Strategy: Personalised Financial Planning
At the beginning of our relationship with you, we’ll make sure we fully understand your circumstances, priorities and goals. Cashflow modelling provides a comprehensive overview of your current financial situation and can forecast the implications of a life event, such as selling your business, inheriting a lump sum or gifting your assets. It can also help forecast certain objectives, for example retiring at a certain age with a specified level of income.
Our clients often have assets in or connections with more than one country. We can help structure bespoke solutions which provide cross-border compliance and governance of family wealth.
Wealth Accumulation
By investing your wealth, you can seek to protect its spending power against the impact of inflation. We aim to help you maximise your investments, by making sure you’re taking full advantage of tax allowances.
Financial Protection
Life is full of surprises. Although there’s no way of knowing what’s around the corner, with the right plans in place you can make sure your finances are the last thing you or your family need to worry about when times are most challenging.
Retirement Planning
The concept of retiring means different things to each of us. For some, it’s an opportunity to take the skills developed over a lifetime of work in new directions. For others, it’s a time to start enjoying even more of what life has to offer.
Estate Planning
Inheritance is one of the most challenging areas of financial planning, where different emotions, values and expectations collide. It’s important to start talking about passing on wealth early in life so that you can begin to organise your assets before it’s too late.
Wealth Structuring, Family Governance, Philanthropy
Adopting long-term strategies that secure your wealth and legacy for future generations is integral to wealth planning. We work with you to establish appropriate ownership structures for your assets, align your family values across generations and create impact in areas that resonate with you. Our multidimensional approach enhances the overall efficiency of your wealth management strategy.
Important Information
The material provided here is for information and guidance purposes only; it is not intended to be taken as advice or a personal recommendation.
All references to taxation are based on our understanding of current taxation law and practice and may be affected by future changes in legislation.
Any services and investments may have tax consequences. Union Bancaire Privée (UK) Limited does not provide tax advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax consequences.
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.
16.02.2026
UBP Weekly View - Moderating inflation, persistent rotation
Global markets remained broadly stable despite ongoing sector rotation and mixed macroeconomic signals.
11.02.2026
UBP House View - February 2026
Despite rising geopolitical tensions, the underlying macroeconomic backdrop remains supportive of risky assets, with US technology, high-yield bonds, and gold continuing to anchor our allocations.
09.02.2026
UBP Weekly View - Markets weather turbulence
Global equities navigated a volatile week with limited damage. Although investors appear to be recalibrating risk exposures, the earnings season continues to underscore that EPS growth remains firmly driven by the technology sector.
02.02.2026
UBP Weekly View - Precious metals challenged
The nomination of Kevin Warsh to serve as the next Chair of the Federal Reserve from May pushed the US dollar slightly higher, while gold and silver fell sharply in a deleveraging move that began in Asia.
27.01.2026
Artificial intelligence’s long-term winners - Investment Outlook 2026
The technology sector continues to be at the forefront of innovation, driven by the rapid adoption of artificial intelligence (AI).
26.01.2026
UBP Weekly View - Geopolitical noise drowns out positive US macro data
Equity markets have seesawed in response to renewed geopolitical threats of a transatlantic trade war. A Greenland-related U-turn at the World Economic Forum (WEF) meeting in Davos offered momentary relief.
19.01.2026
UBP Weekly View - Geopolitics dominating the headlines
Geopolitical tensions have intensified since the start of the year, spanning Venezuela, Greenland and Iran. At the same time, resource nationalism is on the rise, with major powers increasingly competing for control of strategically critical commodities. While this backdrop underpins gold, equity markets remained largely unscathed last week: small caps outperformed as earnings momentum broadens beyond the technology sector. This week, the Davos summit will shine more light on geopolitics, as concerns about Greenland are rising.
14.01.2026
Deux modèles de gestion de fortune, un avenir commun: ce que la Suisse et l’Asie peuvent apprendre l’une de l’autre
Depuis quelques années, la Suisse et l’Asie se disputent le titre de premier centre de gestion de fortune mondial. La compétition est vive mais peut se révéler riche d’enseignements.