Wealth & Financial Planning

Union Bancaire Privée (UK) Limited helps you to organise and structure your assets in the right way, so you can enjoy the freedom that comes with knowing you have a secure financial future.

A comprehensive wealth plan is key to taking care of your wealth for current and future generations. Whether you require a thorough review of your finances or specific advice on a particular aspect of your needs, wealth planning experts can help.

Our wealth planners are specialist advisers who analyse your personal and professional assets and suggest a flexible wealth strategy according to your needs.

Global Wealth Strategy: Personalised Financial Planning

At the beginning of our relationship with you, we’ll make sure we fully understand your circumstances, priorities and goals. Cashflow modelling provides a comprehensive overview of your current financial situation and can forecast the implications of a life event, such as selling your business, inheriting a lump sum or gifting your assets. It can also help forecast certain objectives, for example retiring at a certain age with a specified level of income.

Our clients often have assets in or connections with more than one country. We can help structure bespoke solutions which provide cross-border compliance and governance of family wealth.

Wealth Accumulation

By investing your wealth, you can seek to protect its spending power against the impact of inflation. We aim to help you maximise your investments, by making sure you’re taking full advantage of tax allowances.

Financial Protection

Life is full of surprises. Although there’s no way of knowing what’s around the corner, with the right plans in place you can make sure your finances are the last thing you or your family need to worry about when times are most challenging.

Retirement Planning

The concept of retiring means different things to each of us. For some, it’s an opportunity to take the skills developed over a lifetime of work in new directions. For others, it’s a time to start enjoying even more of what life has to offer.

Estate Planning

Inheritance is one of the most challenging areas of financial planning, where different emotions, values and expectations collide. It’s important to start talking about passing on wealth early in life so that you can begin to organise your assets before it’s too late.

Wealth Structuring, Family Governance, Philanthropy

Adopting long-term strategies that secure your wealth and legacy for future generations is integral to wealth planning. We work with you to establish appropriate ownership structures for your assets, align your family values across generations and create impact in areas that resonate with you. Our multidimensional approach enhances the overall efficiency of your wealth management strategy.

Important Information

The material provided here is for information and guidance purposes only; it is not intended to be taken as advice or a personal recommendation.

All references to taxation are based on our understanding of current taxation law and practice and may be affected by future changes in legislation.

Any services and investments may have tax consequences. Union Bancaire Privée (UK) Limited does not provide tax advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax consequences.

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.

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UBP locations in the UK, the Channel Islands and Gibraltar

Our Offices

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.

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