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BANK PROFILE · Switzerland

UBP

Union Bancaire Privée, UBP SA

Union Bancaire Privée, UBP SA is a FINMA-authorised, family-owned Swiss private bank headquartered in Geneva; UBP describes its wealth and asset-management business as founded in 1969. Its public Swiss material covers discretionary management, advisory, execution-only services, custody, private markets, lending, mortgages, wealth planning and digital banking. It publishes neither a general relationship-entry threshold nor an exact supported-currency list or numeric Swiss tariff; those facts remain unknown, and tariffs of UBP Europe, UK, Monaco and other foreign offices are excluded.

Jurisdiction
Switzerland
Regulator
FINMA
Founded
1969
Headquarters
Geneva

01 · AT A GLANCE

Family-owned Geneva private bank focused on wealth and asset management

  • FINMA-authorised Swiss private bank whose business dates to 1969
  • Discretionary management, advisory, execution-only services and custody
  • Private markets, lending, mortgages and wealth planning
  • Swiss deposit protection up to CHF 100,000 per client
Minimum deposit

Not documentedThe bank documents reviewed here state no minimum for opening an account. That does not mean there is none; the bank may state one on request.

Client segments

Wealth management, Private banking, Ultra high net worth, Institutional

Service languages

German, English, ES, French, Italian, PT, Chinese

02 · ACCOUNTS AND PRODUCTS

Documented accounts and products.

Discretionary mandate

UBP Managed Solutions

Discretionary multi-asset mandates built around the client's objectives and risk profile, including customised and sustainability-oriented approaches.

Segment
Wealth management
Advisory mandate

UBP Advisory — Classic

An advisory mandate providing investment recommendations while leaving every investment decision with the client.

Segment
Private banking
Advisory mandate

UBP Advisory — Premium

A more proactive advisory mandate with personalised investment ideas and portfolio monitoring while the client retains the final decision.

Segment
Private banking
Execution only

Execution-only services

Order execution without investment advice or discretionary portfolio management, as one of UBP's stated investment-service models.

Segment
Private banking
Custody account

Custody and safekeeping

Safekeeping and administration of financial instruments as part of the banking activities described for Union Bancaire Privée, UBP SA.

Segment
Private banking
Other

Private Market Managed Solutions

Managed private-market allocations spanning private equity, private debt, real estate and infrastructure, subject to the bank's product and client-access conditions.

Segment
Wealth management
Other

Structured products

Structured investment solutions across capital-protection, yield-enhancement, participation and leverage profiles.

Segment
Wealth management
Lombard loan

Lombard lending for EAM relationships

Securities-backed lending included in UBP's published service offering for relationships managed through external asset managers.

Mortgage

Mortgages for EAM relationships

Mortgage financing included in UBP's published service offering for relationships managed through external asset managers.

Other

Wealth planning

Planning for wealth structuring, tax and estate considerations, succession and philanthropy, coordinated with the client's advisers where appropriate.

Segment
Private banking
Other

Family office solutions

Support for families covering governance, strategic asset allocation, investment review, risk management and outsourced investment-office needs.

Segment
Ultra high net worth
Other

Institutional asset management

Asset-management capabilities for institutional investors alongside UBP's private-banking and wealth-management business.

Segment
Institutional

03 · WHAT IT COSTS

Published pricing.

Not publicly disclosed

UBP does not publish a banking tariff. Figures circulating on comparison sites are not confirmed by the bank, so none are shown here. Under Swiss FinSA and EU MiFID II rules the bank must give you a full costs-and-charges breakdown before a mandate begins — request that document directly.

04 · SERVICES

What the bank offers.

“Not disclosed” means the bank does not state this publicly — it is not a statement that the service is unavailable.

Investment

  • Discretionary portfolio managementOffered
  • Investment advisoryOffered
  • Execution-only tradingOffered
  • Custody and safekeepingOffered
  • Private markets accessOffered

Banking

  • Multi-currency accountsNot disclosed
  • Payment cardsNot disclosed
  • Foreign exchangeOffered

Lending

  • Lombard lendingOffered
  • Mortgages and property financeOffered

Planning

  • Wealth and estate planningOffered

Structuring

  • Trust and foundation servicesNot disclosed

Digital

  • Online bankingOffered
  • Mobile app
    • iOS
    • Android
    Offered

Card network and platform names are trademarks of their owners. They are shown to record what the bank publishes about its own products, and do not indicate any partnership, endorsement, or affiliation.

05 · SOURCES

Where these figures come from.

Only documents published or supplied by the bank are used. Nothing here is taken from brokers or comparison sites.

Next scheduled review: 31 August 2027. Bank tariffs change frequently — several institutions in this directory revised theirs twice during 2026.

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