Our solutions
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.
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.
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.
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We offer different levels of service to add value to your trading experience, combining security, trading freedom and speed of execution.
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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.
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 Jersey
Enquanto especialista em gestão de ativos na Suíça, a Union Bancaire Privée oferece serviços de elevado valor acrescentado e inovadoras gamas de produtos a todos os clientes, quer privados quer institucionais.
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.
08.09.2026
UBP House View - September 2026
Our outlook for risk assets remains constructive, supported by broadening earnings growth, though tempered by persistent inflation and an oil market showing little sign of easing. Against this backdrop, we are raising our target range for US 10-year yields to 4.25–4.75%, with rising yields and oil prices standing out as the principal risks to our central scenario.
07.09.2026
The drive behind our Wealth Planning expertise
Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implications not only for today’s generation, but for those who follow.
07.09.2026
UBP Weekly View — Mercado de trabalho resistente; a inflação e a escalada da tensão no Irão impulsionam a subida das taxas de rendibilidade
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O resgate do iene que não consegue superar os fundamentos económicos
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31.08.2026
Perspetiva Semanal da UBP — Warsh adota um tom hawkish; o ciclo da IA mantém as ações a flutuar por pouco
O tom hawkish de Warsh relativamente ao PCE subjacente e à primazia das taxas de juro, apoiado por dados resilientes, aumentou as probabilidades de um aumento das taxas de juro em setembro, enquanto as orientações da Nvidia mantiveram intacto o ciclo da IA, embora os ganhos no mercado acionista tenham permanecido modestos e dependentes dos resultados financeiros.
25.08.2026
A IA começa a dar sinais de rentabilidade
A questão fundamental ao longo destes últimos dois anos tem sido saber se os investimentos maciços em centros de dados, chips e modelos computacionais se traduziriam ou não em retornos igualmente impressionantes; a mais recente época de divulgação de resultados trouxe consigo a prova disso.