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 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.
08.12.2025
UBP Weekly View - Rate volatility
Global equities closed the first week of December in positive territory, supported by rising expectations of a Fed rate cut, while the bond market experienced rate volatility. Attention now turns to the Federal Reserve, which is expected to deliver a 25-bp interest rate cut on Wednesday. A still-supportive backdrop continues to underpin equities, with fiscal stimulus measures, easing monetary policy and structural growth drivers encouraging investors to keep a broader perspective.
04.12.2025
China’s Unfinished Pivot: The Next Phase of Reforms
China is positioning itself to become a global leader in technological innovation.
01.12.2025
UBP Weekly View - Probability of rate cut rises
The last week of November ended strongly, following a period of market uncertainty. As December gets under way, seasonal patterns point to a firm year-end finish. However, attention is now turning to next week’s Federal Open Market Committee (FOMC) meeting. Market expectations became markedly more dovish in the final week of November amid growing concerns about the labour market; investors are now pricing in a 25-bp rate cut in December.
26.11.2025
UBP Family Office Solutions: Guidance from the heart
A study has shown that 90% of family wealth disappears after the third generation. Monica Espinosa, UBP’s Head of Family Office Solutions, and Pierre Ricq, Senior Family Advisor, have made it their mission to make sure this doesn’t happen to the families who approach them, by providing clarity, a long-term vision, emotional support, and access to a wealth of experts in institutional-level financial services.
24.11.2025
UBP Weekly View - Multiple factors weight on sentiment
Despite Nvidia’s stronger-than-expected results and upbeat guidance, investor sentiment remained fragile. A mixture of fatigue and doubts about AI, shifting expectations for a potential Federal Reserve rate cut in December, and a rise in long-term Japanese yields fuelled sharp swings across equity markets. This week, investors will closely monitor the continuing Russia–Ukraine discussions for signs of an end to the conflict.
17.11.2025
UBP Weekly View - A volatile backdrop
Doubts over a December interest rate cut by the Federal Reserve and concerns over the scale and timing of AI-related capex weighed on sentiment, underscoring the fragile market landscape. Now that the US government’s 43-day shutdown has ended, investors are awaiting the delayed September non-farm payrolls report this week. The publication of the minutes from the Federal Reserve’s meeting and Nvidia’s earning report, both on Wednesday, will be also closely scrutinised.
12.11.2025
UBP House View - November 2025
In the US, stronger corporate investment, resilient household spending, and the prospect of monetary easing led us to upgrade our outlook on US growth for 2026. This improved economic momentum reinforces our high-yield bond conviction of 4/5 and reaffirms our positive stance on US equities of 4/5.
10.11.2025
UBP Weekly View - Markets seek economic support
Scepticism and fatigue surrounding artificial intelligence (AI), coupled with the ongoing US government shutdown and mounting concerns about the labour market, weighed on investor sentiment. The global technology sector declined, despite a steady stream of upbeat news related to AI. As the earnings season draws to a close, markets are now looking for supportive macroeconomic signals to restore confidence.
04.11.2025
Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth
Union Bancaire Privée, UBP SA (“UBP”), one of the world’s largest family-owned private banks headquartered in Geneva, Switzerland, has officially opened an office in Riyadh, marking a key milestone in the Bank’s long-term regional growth strategy and deepening its commitment to the Saudi market.