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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 choose our discretionary management service, where we construct and then manage a portfolio on your behalf. Those with the time and confidence to make their own investment decisions 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.

Become a client

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.

The Moorea Fund Range

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.

UBP locations in the UK, the Channel Islands and Gibraltar

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 Jersey

Union Bancaire Privée, specialista dell’asset management in Svizzera, offre servizi ad elevato valore aggiunto e sviluppa prodotti innovativi per tutti i suoi clienti, sia privati sia istituzionali.

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) 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) 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.

20.10.2026

Raffinazione del petrolio greggio: il suo impatto sul prezzo pagato dal consumatore

I prezzi del petrolio sono solitamente quotati come prezzi futuri del greggio, con il Brent e il WTI che fungono da principali indici di riferimento. Tuttavia, l’economia si basa sui prodotti raffinati quali gasolio, benzina e carburante per aerei piuttosto che sul greggio stesso, e il costo della trasformazione del primo nel secondo è il margine di raffinazione, o “crack spread”. Aggiungendo questo spread al Brent si ottiene un indicatore approssimativo di quanto paga effettivamente il consumatore finale e, su questa base, il prezzo medio si attesta attualmente intorno ai 140–180 dollari USA al barile.

19.10.2026

UBP Weekly View - I timori legati all'intelligenza artificiale e l'aumento del prezzo del petrolio spingono gli investitori verso i beni rifugio

I mercati azionari globali hanno registrato un calo, con un’acuta ondata di vendite innescata dall’intelligenza artificiale che ha colpito i titoli tecnologici, mentre l’impennata dei prezzi del petrolio e l’aumento dell’inflazione negli Stati Uniti hanno riacceso il dibattito sull’aumento dei tassi in vista della riunione della Federal Reserve (Fed). I titoli del Tesoro hanno fatto da bene rifugio e il dollaro USA si è mantenuto stabile, mentre l’euro è stato penalizzato dall’ampliamento degli spread francesi.

16.10.2026

Building Bridges 2026: Trasformare le ambizioni di sostenibilità in investimenti

La settima edizione di Building Bridges, la più grande conferenza svizzera sulla finanza sostenibile, ha riunito a Ginevra, dal 6 all’8 ottobre, 2.600 partecipanti – con un aumento del 25% rispetto allo scorso anno – ai quali si sono aggiunti altre migliaia di partecipanti online. Sponsor sin dalla prima edizione della conferenza nel 2019, UBP continua a sostenere la sua missione volta a promuovere un dialogo costruttivo sulla finanza sostenibile e a rafforzare la collaborazione tra il settore finanziario e l’economia in generale.

09.10.2026

I Single Family Office svizzeri adottano nuove regole

Con un Codice di condotta, l’Associazione svizzera dei Single Family Office mira a stabilire standard comuni. In occasione di un evento organizzato da Union Bancaire Privée (UBP) e finews a Zurigo, i rappresentanti dei family office e del settore finanziario hanno discusso del significato pratico del codice e dei motivi per cui i requisiti richiesti ai single family office stanno aumentando.