Union Bancaire Privée (London)

Who we are

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service. Today, we continue to apply our forward-looking vision, our entrepreneurial spirit and our leading investment expertise to offer our clients significant added value and performance over the long term.

What we do

Our services are both flexible and personalised, and are adapted to the needs of each client.

• Discretionary mandates, available in a range of currencies, targeting different client risk profiles;
• Advisory services, for clients who wish to keep control of their investments, but who would like to benefit from UBP’s financial know-how and expertise; and
• Execution-only mandates, for those clients who prefer to manage their assets independently.

STRONG INVESTMENT MANAGEMENT EXPERTISE

• UBP is particularly recognised for its expertise in traditional and alternative asset management;
• The Bank’s integrated business model gives its high-net-worth clients access to institutional asset management services and to the expertise of the Bank’s highly knowledgeable and skilled experts;
• UBP London benefits from the Group’s global expertise and financial know-how.

UBP CREDIT SOLUTIONS

It allows clients to view their assets, their account statements, and their transaction histories. It also gives them a secure means of contacting their relationship managers.

• Lombard and leveraged lending for high-net-worth clients only
• Regulated and unregulated mortgages
• Unregulated mortgages for clients wishing to buy property for investment purposes.
• Regulated mortgages – which cover owner-occupied properties – are execution-only (non-advised) and are reserved for high-net-worth clients.

GLOBAL APPROACH TO TAX AND WEALTH PLANNING

• We will guide you on wealth and estate planning, as well as on tax issues (on request).
• At the request of clients, we take care of the tax implications relating to portfolio management and a product’s tax treatment.
• UBP has developed one of the most complex and efficient account segregation structures for UK-RND.