Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

UBS

  • Min. account size

    £1,000,000
  • Company type

    Private Bank
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1865

Key person:

Mark Goddard

Head of High Net Worth, London

UBS Factfile

UBS were awarded 'Best Private Banking Services Overall 2019' by Euromoney. At UBS, a dedicated Client Advisor will seek out the specialist expertise and resources needed to help you achieve your goals, allowing you to benefit from the network and specific skills of UBS, one of the world's leading wealth managers. UBS offers a complete range of investment services, personalised to your individual needs.

Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, tracker, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Fee structure Per trade, annual fee
Min. account size £1,000,000
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1,000,000
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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