Relocation and wealth protection in an ever-changing world
Wherever life or business takes you, banking across borders should feel effortless. Whether you are considering relocation, approaching a liquidity event, such as the sale of your business, or planning for a wealth transfer, discover Union Bancaire Privée’s exclusive private banking experience, which combines global outlooks with local insights.
Your financial journey is as unique as you are. From navigating complex life events like relocation or liquidity events, to planning seamless wealth transfers, our dedicated experts are here to guide you every step of the way, ensuring your goals and aspirations are always at the heart of our tailored solutions.
Our cross-border skills, combined with our unique expertise in over 30 locations worldwide, enable you to protect and grow your wealth across jurisdictions, generations, or both. Combining our local knowledge with our bespoke approach to wealth planning helps you to adapt to every new chapter of your investment journey, wherever you may be on that path.
Nji Lorimer, Head of Wealth Planning UK"Relocation is a strategic moment in a family’s wealth journey. Smart cross‑border planning aligns tax, legal, and investments approaches so clients can move confidently, preserve wealth, and stay focused on long‑term goals."
Relocation solutions: from tax planning to wealth structuring
Our wealth planning services are designed to support you at key milestones in both life and business, helping you optimise tax planning, aiming to grow your wealth, and securing it for future generations. Using our global ecosystem and expertise, we work closely with your personal advisors to provide tailored, cross-border solutions aligned with your financial goals, circumstances, and mobility needs.
Relocation and cross-border challenges
Navigate the complexities of relocation and cross-border financial matters through bespoke planning solutions, designed to simplify managing assets across multiple jurisdictions.
Tailored tax-efficient wealth management solutions
Take control of your financial future with our personalised wealth planning services, designed to help you optimise tax efficiency, protect your assets, structure your wealth, and achieve sustainable growth tailored to your needs.
Entrepreneurial investment strategies
Focus on your goals through a tailored approach to wealth planning that supports you at every stage, whether you're preparing for an exit, managing wealth after a sale, or exploring global investment opportunities.
Next generation wealth transition
Protect your family's future and uphold your legacy with a personalised succession plan. From transferring wealth to future generations to supporting charitable causes, we align your financial decisions with your values and vision.
Services and investments may have tax consequences. Union Bancaire Privée (UK) Limited does not provide tax or legal advice. The tax treatment of investments depends on individual circumstances and may change. You should obtain independent professional advice regarding your tax and legal position.
Discuss your wealth planning journey with us
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UBP: your dedicated private bank
We understand that building and preserving wealth demands vision, agility, and trust, which is why our approach is tailored to address a wide range of needs, from managing businesses to planning for relocation, legacy, and the next generation, and providing the expertise and stability you can rely on to achieve your aspirations.
International presence, Swiss excellence
With more than 30 locations in key financial hubs worldwide, we combine global insights with local expertise. We are here to support your ambitions wherever they take you.
From our family to yours: a legacy of trust
As a family-owned bank founded by entrepreneurs, we value long-term relationships and shared principles. Our independence empowers us to prioritise your needs, delivering personalised solutions with unwavering commitment to trust and continuity.
Swift decisions: agility aligned with your pace
We know the importance of timing. Our efficient structure enables us to make quick and effective decisions, providing you with the support you need exactly when it counts.
Trusted financial strength
Our financial strength reflects our stability and dependability. Backed by a Moody’s long-term deposit rating of Aa2* and a robust Tier 1 ratio of 23.1%, we offer the security and assurance you can trust to protect your wealth.
*The credit rating is the current opinion of the rating agency, regarding the creditworthiness of an issuer, with the rating providing an indication of the likelihood that the issuer may default on payments or become insolvent. Letters are used to represent the probability of default such as A, B, C, with higher grades representing a lower probability of default.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
