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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

Union Bancaire Privee (UBP)

  • Min. account size

    £1,000,000
  • Company type

    Private Bank
  • Ownership

    Private
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1969

Union Bancaire Privee (UBP) Factfile

Union Bancaire Privée’s Private Banking specialists provide comprehensive advice to a sophisticated and international clientele. Founded in 1969 by Edgar de Picciotto, UBP specialises in private banking and asset management. With a Tier-1 capital ratio of 28%, it is one of the most strongly capitalised, independent private banks. At UBP we are dedicated to a single goal: providing outstanding investment solutions focused on capital preservation and strong performance. Our wealth and estate planning specialists are available to private clients who want to ensure wealth protection and see their wealth grow, confident in the knowledge that they are in safe hands. With our head office in Switzerland and offices around the world in Europe, Asia and the Americas, UBP are well placed to provide a high level of service.

Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge
Contact person Relationship manager
Fee structure Annual fee
Min. account size £500,000
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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