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UBP is a pure-play private bank. We specialise in wealth management and are one of the biggest players in this field globally. The primary aim of our commitment to you is to preserve and grow your wealth over the long term.
UBP is one of the best-capitalised and largest family-owned banks in the world. The family nature of our Bank ensures that we can offer a personalised service based on trust and transparency.
Agility lies at the heart of UBP’s entrepreneurial culture. We cultivate a flexible, proactive approach contributing to a quick decision-making process, which enables us to seize the best opportunities for our clients. Our core services rely on an original business model which integrates Private Banking and Asset Management – a key advantage for offering you the highest quality advice and the very best of our expertise.
UBP’s Private Banking division is regularly singled out for its excellence by independent research institutes. These distinctions recognise our teams’ know-how, their ability to offer you high-quality services and high-performance products, as well as their constant commitment to you, the client.
UBP was founded in Geneva in 1969, where it still has its headquarters. Over the decades the Bank has grown to create a global footprint, and today our Group has a presence in twenty-four of the world’s major financial hubs. As a Private Banking client, you can choose to use one of our eleven booking centres, including those in Geneva, London, Monaco, Hong Kong and Singapore.
UBP has always taken an active approach to asset management and our strategies are based on solid convictions. We strive to keep in step with industry developments and the demands of our clients by developing innovative products. Our Private Banking division offers a wide range of such investment solutions responding to specific needs.
UBP’s Private Banking division has developed a diverse range of mandates and advisory services to meet the specific goals of each of our private clients.
Discretionary mandates: These innovative and tailored solutions have been developed to respond to our clients’ expectations and investment needs. Mandates offer a range of risk profiles and come in a choice of reference currencies.
Advisory services: These proactive services are aimed at those clients who want to remain in control of their investments while continuing to benefit from UBP’s financial expertise and know-how.
Execution-only mandates: If you prefer to manage your assets independently, these solutions are specially designed for you.
UBP also offers sophisticated Private Banking clients direct access to our Trading Room, enabling them to execute their own investment strategies.
At UBP, Private Banking has a global approach to wealth management. UBP’s Tax & Wealth Planning experts are there to provide assistance in finding reliable, long-term tax-planning solutions that comply with applicable laws and regulations. Our experts can also help you to secure and grow your wealth, as well as to prepare it to be handed down to future generations.
FOSS Family Office Advisory (FOSS) is an integral part of UBP’s wealth management services. It offers exclusive support and advice on single-family and multi-family offices.
The FOSS team’s experts are able to offer step-by-step advice to wealthy individuals – regardless of whether or not they are clients of UBP’s Private Banking division – on how to set up and structure their own single-family office. The FOSS team also provides support for high net worth families in finding and choosing the multi-family office that is best suited to their specific needs.
The team focuses on investment opportunities in sectors such as real-estate development (including retail premises, public housing and student accommodation), commercial aviation, new technologies, commodities and renewable energies.
We tailor investment proposals to our clients' risk tolerance, but also their areas of interest and regulatory constraints. UBP's well-connected global network enables us to offer clients an extensive array of opportunities carefully selected by our experts from the private-market universe.
Our e-banking service has been developed for our clients as a completely secure way for you to keep in contact with UBP, wherever you are, whenever you want and from any of your mobile devices.
Your e-banking account gives you access to your portfolios and enables you to make payments, authorise documents and get up to date with the latest news from UBP, all directly from the homepage.
Our identification process and our online correspondence both have the highest security and confidentiality standards.