Union Bancaire Privée (UBP) was founded in 1969. It is a private bank and wealth management firm that has it's headquarters in Geneva.
UBP specialises in serving institutional and private clients and is known as one of the largest banks in Switzerland. With around 20 locations across the globe and 1,812 people working for them, UBP is said to have CHF 147.4 billion of assets under management.
Union Bancaire Privée has over 300 private wealth managers in different countries and offers various management mandates and types of advice. Learn more about their private banking services and what our experts have to say in this review.
UBP offers a number of services to their private clients. These can be summarised below:
Since UBP is located in some major financial hubs, their private banking clients are allowed to choose from their 11 booking centres, including Hong Kong, Monaco, Singapore, Geneva and London.
UBP says that their approach to asset managing has always been an active one (we would recommend reading the expert verdict section of this review).
Different investment solutions are offered to UBP's private banking clients such as: Swiss and global equities, alternative investments, global and absolute return fixed income, responsible investing, direct investments and Japanese equities.
The managed services provided by UBP for its private banking clients can be broadly classified into two categories:
Each of these are said to be designed to suit different risk profiles and needs. Some of UBP's private clients have direct access to their Trading Room and can create their own investment strategies.
UBP says that their private banking services encompasses much more and can help you sustain and increase your wealth. These services include future tax-planning, wealth planning and distribution.
UBP also offers high-net-worth individuals and families help choosing the multi-family office that would suit their individual needs. You can learn more about this on their website.
We would recommend reading 'our verdict' to help you make an informed financial decision.
Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:
Yes, UBP offers e-Banking solutions to it's private clients.
This gives you access to your portfolio at any time, allows you make payments and get the latest UBP news easily.
Yes, UBP has an office in the Middle East - which is regulated by the Dubai Financial Services Authority.
UBP calls this the 'global approach to wealth management'. It entails the following:
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UBP is a small, boutique private bank.
Because of this, you are less likely to receive the best of breed in banking, investment and financial planning and fewer staff may also mean a lack of qualifications and skill.
If you are already a private banking client of UBP, we would recommend a no-obligation Second Opinion to ensure you are on track to reach your ideal future.
Additionally, we are happy to review the financial plan that has led to the investment portfolio you currently have.