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.
-
We offer different levels of service to add value to your trading experience, combining security, trading freedom and speed of execution.
-
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 Londra
La succursale di Londra di UBP è stata aperta nel 1991 e fornisce servizi di asset management e wealth management. Situata nel quartiere centrale di Marylebone, UBP Londra ha un organico di 130 persone (al 31 dicembre 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.
27.10.2025
UBP Weekly View - Resilience returns to markets
Resilient macro data, softer inflation and strong corporate earnings have helped global markets recover, with equities reaching new highs and bonds extending gains. Expectations of further Fed rate cuts supported sentiment, while the USD strengthened amid JPY weakness and gold consolidation. However, with valuations near cycle peaks and policy uncertainty still looming, investors remain focused on upcoming central bank meetings for direction.
22.10.2025
France’s debt puzzle
Markets have steadied after the appointment of the Lecornu II administration, yet lingering political and fiscal vulnerabilities persist.
20.10.2025
UBP Weekly View - Fragility builds in markets
The US government shutdown carries on, while the earnings season opened on a constructive note, nudging global equities higher amid softer trade rhetoric, resilient bank results and renewed hopes of Fed easing. These tailwinds, however, contrast with credit-quality concerns linked to regional-bank fraud reports and mounting unease over a potential AI-driven bubble, leaving markets more vulnerable to negative headlines. US inflation data due this week are expected to show moderate upward pressure.
15.10.2025
The energy challenges of AI
The rise of artificial intelligence is redrawing the global electricity map
14.10.2025
“Negative interest rates have hardly any effect on the Swiss franc.”
The currency expert at the Swiss private bank Union Bancaire Privée expects the dollar to weaken further, takes a dim view of negative interest rates, and is taking advantage of low market volatility.
13.10.2025
UBP Weekly View - Earnings season kicks off
Investors have been wary of circular AI investments, stretched equity valuations, the threat of the trade war escalating, and the ripple effects of a prolonged US government shutdown, which itself has further disrupted economic data. This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.