Wealth Planning for entrepreneurs
Whether you're a founder, business owner, or preparing to sell your company, our tailored wealth planning services are here to help you structure, protect, and grow your private wealth at every stage of your business journey.
From launching a startup to scaling your operations or planning a successful exit, strategic wealth planning is key to securing your financial future and achieving your ambitions. As a family-owned bank built by entrepreneurs, we at UBP UK understand the unique opportunities and challenges that you may face throughout your journey.
Our experienced team specialises in providing you with tailored solutions for wealth structuring, investment management, and succession planning. With a presence in a wide range of jurisdictions, we are well-equipped to guide you through the complexities of managing and preserving your wealth, no matter where your business takes you.
Discover how we can help you structure, protect, and grow your wealth while navigating the dynamic world of entrepreneurship.
Wealth planning services for entrepreneurs
We offer a comprehensive suite of wealth planning services designed to support entrepreneurs at every stage of their investment journey, whether you're preparing for an exit, managing your wealth post-sale, exploring diverse investment opportunities, or planning your legacy across multiple jurisdictions.
Pre-exit planning
Maximise the value of your business before a sale or transition. We work with you to develop a comprehensive strategy that includes tax optimisation, valuation enhancement, and financial structuring. With our expertise in multi-jurisdictional planning, we ensure your exit strategy is efficient and compliant.
Post-exit wealth management
After the sale of your business, we help you navigate the transition period. Our team provides tailored strategies to preserve and grow your wealth, enhance your financial security and support your future aspirations.
Entrepreneurial investment strategies
Explore new investment opportunities. Whether you are interested in private equity, hedge funds, or a more conservative approach, we help you build a portfolio that aligns with your risk tolerance, values, and long-term goals. Our cross-border expertise ensures your investments are optimised globally.
Legacy and succession planning
Secure your family’s future and preserve your legacy with a customised succession plan. Whether passing on wealth to the next generation, or supporting philanthropic causes, we ensure your values and vision are reflected in your financial decisions.
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
Please fill in this form so that one of our experts can contact you. Let us know about your goals and priorities so that we can better assist you with your request.
Global presence, Swiss excellence
Founded in 1969 in Geneva, Switzerland, UBP has grown to become one of Switzerland’s leading privately owned banks. With a presence in over 30 locations worldwide and more than CHF 180 billion in assets under management, we have built a reputation for excellence in wealth and asset management.
As entrepreneurs ourselves, we understand the unique challenges and opportunities you face. Our team of seasoned professionals – including relationship managers, investment advisors, credit specialists, and wealth planners – brings deep expertise across multiple jurisdictions to help you achieve your ambitions and secure your legacy.
At UBP, we understand entrepreneurs like no one else, because we're entrepreneurs too
We know that building and preserving wealth requires vision, agility, and trust. That’s why we’ve designed our approach to meet the unique needs of business leaders, offering the expertise and stability you need to achieve your goals.
From our family to yours: a legacy of trust
As a family-owned bank built by entrepreneurs, at UBP we understand the importance of long-term relationships and shared values. Our independence allows us to focus on your needs, offering personalised solutions with a commitment to continuity and trust.
Swiss excellence, international presence
With offices in key financial hubs around the world, we combine global insights with local expertise. We are here to support your ambitions wherever they take you.
Quick decision-making: agility that matches your pace
We know that timing is everything. Our streamlined structure empowers us to make swift, effective decisions, ensuring you get the support you need when it matters most.
Robustness: a solid partner by your side
Our financial strength is a testament to our stability and reliability. With a Moody’s long-term deposit rating of Aa2* and a Tier 1 ratio of 23.1%, we provide the security and confidence you need to safeguard 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.
