International relocation and mobility planning in an ever changing world
Wherever life and business may take you, we make banking across borders feel effortless. From multi-jurisdictional connections and mobility planning, to cutting through complexity in different tax, legal and regulatory regimes, discover UBP’s exclusive wealth planning expertise, which combines global outlooks with local insights.
Your financial journey is as unique as you are. From specific rather than generic guidance to protecting what matters to you and your family, our dedicated experts are here to help you make the right choices and to guide you every step of the way. With a global presence, we ensure your goals and aspirations receive consistent support wherever life takes you.
Our proactive approach allows you to fully benefit from our extensive investment expertise, ensuring the protection, growth, and long-term stewardship of your wealth across generations.
Bertrand Binggeli, Group Head Estate Planning & Family Wealth Solutions“Driven by geopolitical upheavals, economic uncertainty, business opportunities, tax incentives and lifestyle benefits, wealthy families are on the move, and are now more than ever exposed to multi-jurisdictional wealth planning approaches.
With relocation comes the need to protect assets and take pre- and post-emigration planning measures. Such a process can be complex and requires professional guidance on emigration, family, real estate, tax and succession laws, among other considerations.”
Relocation solutions: from tax suitability to wealth structuring
Our wealth planning services are designed to support you through key life and business events, helping you to optimise tax suitability planning, grow your wealth, and secure it for future generations. We deliver our expertise worldwide and work closely with your personal advisors and trusted external experts to provide tailored, cross-border solutions aligned with your financial goals, circumstances, and mobility needs.
Relocation and cross-border challenges
Navigate the complexities of international relocation and cross-border financial matters with our multi-jurisdictional team of experts ready to share their knowledge and expertise across the complete spectrum of wealth planning.
Tailored, tax-efficient wealth management solutions
Take control of your financial future with our advisory-based, market-specific personalised wealth planning services, which are designed to pinpoint risk areas and identify planning opportunities that fit your needs and circumstances.
Entrepreneurial investment strategies
We believe in a tailor-made approach, agility, conviction and dedication to support your focus on your goals with our personalised wealth planning services. We’re here to support you at every stage of your investment journey, whether you’re preparing for an exit, managing wealth after a liquidity event sale, or exploring global investment opportunities.
Next generation wealth transition
There are many family-related events that may have an impact on any entitlement to a family’s wealth. Ensuring a smooth transition of your wealth to your intended beneficiaries provides tremendous peace of mind. There are a range of ways to hold and manage wealth and these need to be aligned with your values and vision.
Discuss your wealth planning journey with us
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UBP: your dedicated private bank
We understand that building and preserving wealth demands vision, agility, and trust, that’s why our approach is tailored to address a wide range of needs, from managing businesses to planning for relocation, legacy, and the next generation, and providing the expertise and stability you can rely on to achieve your aspirations.
International presence, Swiss excellence
With more than 30 locations in key financial hubs worldwide, we combine global insights with local expertise. We are here to support your ambitions wherever they may take you.
From our family to yours: a legacy of trust
As a family-owned bank founded by entrepreneurs, we value long-term relationships and shared principles. Our independence empowers us to prioritise your needs, delivering personalised solutions with unwavering commitment to trust and continuity.
Swift decisions: agility aligned with your pace
We know the importance of timing. Our efficient structure enables us to make quick and effective decisions, providing you with the support you need exactly when it counts.
Trusted financial strength
Our financial strength reflects our stability and dependability. Backed by a Moody’s long-term deposit rating of Aa2 and a robust Tier 1 ratio of 23.1%, we offer the security and assurance you can trust to protect your wealth.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
