Plan, preserve, and grow your wealth
Start your wealth planning journey with our experts in Hong Kong and Singapore.
Whether you are building a thriving business or planning a seamless succession for the next generation, strategic wealth planning is essential to preserving your wealth and securing a legacy for future generations.
Our team of experts in Hong Kong and Singapore specialise in providing tailored solutions for wealth structuring and succession planning. With expertise across multiple jurisdictions around the world, we are equipped to guide you through the complexities of managing and preserving your wealth across generations.
Discover how we can help you structure, safeguard, and grow your wealth, empowering you to focus on what matters most: your business, your family, and your legacy.
Our wealth planning services
We offer a comprehensive suite of wealth planning services designed to support entrepreneurs at every stage of their journey – whether you're preparing for an exit, managing your wealth post-sale, exploring diverse investment opportunities, or planning your legacy across multiple jurisdictions.
Tailored wealth management solutions
At UBP, we understand that every family is unique. Our family office services are fully customised to align with your specific goals, values, and long-term vision. From investment strategies to estate planning, we design solutions that reflect your family's priorities and aspirations.
Multi-generational wealth preservation
We specialize in safeguarding your family’s legacy for future generations. Our experts provide strategic advice and robust structures to ensure the seamless transfer of wealth, helping you build a lasting impact that endures over time.
Access to global investment expertise
We offer access to UBP’s extensive global network and investment expertise. Our family office solutions provide a gateway to exclusive opportunities across asset classes, markets, and geographies, ensuring your portfolio is diversified and optimized for growth.
Comprehensive and integrated services
From financial planning and tax optimisation to philanthropy and governance, UBP offers a holistic approach to family office services. Our integrated solutions ensure that every aspect of your wealth is managed with precision and care, giving you peace of mind.
Discuss your wealth planning journey with us
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Local expertise, global presence, Swiss excellence
Founded in 1969 in Geneva, Switzerland, UBP has grown into 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 a family-owned bank managed by the second generation, we understand the unique challenges you face – and the opportunities ahead. Our team of seasoned professionals, including relationship managers, investment advisors, credit specialists, and wealth planners, bring deep expertise across multiple jurisdictions to help you achieve your ambitions and secure your legacy.
UBP: your global wealth planning advisor
From our family to yours. a legacy of trust
As a family-owned bank built by entrepreneurs, 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.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
The information on this page is provided by Union Bancaire Privée, UBP SA (UBP) for its Singapore and Hong Kong branches and reflects services specific to these jurisdictions. Service offerings may differ in other markets and are subject to change without notice. Nothing on this page constitutes an offer, solicitation, or recommendation in any jurisdiction where any such activity would be unlawful.