Union Bancaire Privee

What Union Bancaire Privee does

Union Bancaire Privée (UBP) is a Geneva-headquartered, family-owned Swiss private bank founded in 1969, operating as a pure-play wealth and asset manager for high net worth individuals, institutional clients, and external asset managers. The bank manages approximately CHF 184.5 billion in assets under management across more than 20 global locations and 11 booking centres spanning Europe, the Middle East, and Asia, while explicitly not marketing its services in the United States. UBP runs three integrated service pillars: Wealth Management (personalised services, investment solutions, wealth planning, family office), Asset Management (fixed income, equities, alternative investments, multi-asset, responsible investments), and External Asset Manager services, supported by e-banking platforms serving EMEA/UK and Asian clients. Revenue is generated primarily through recurring management fees, advisory fees, and transaction-based charges on AUM, with pricing structured on a quote-based, individually negotiated basis rather than publicly disclosed tiers.

UBP operates a regulated entity network spanning subsidiaries in Switzerland (UBP SA), the UK (UBP UK Limited, including Jersey, Guernsey, Gibraltar branches), Luxembourg (UBP Europe S.A. — Top 10 Luxembourg private bank), France, China (Shanghai JV), and Japan, with the holding family retaining full ownership and no parent company or external shareholders. The bank holds an Aa2 Moody's long-term deposit rating and a 23.1% Tier 1 capital ratio, positioning it among the most strongly capitalised European private banks. Its core technology infrastructure comprises standard banking platforms with two-factor authentication and fraud detection; the bank does not disclose proprietary AI/ML systems. Distribution is relationship-manager-led enterprise field sales, supplemented by e-banking channels for account access and a content marketing engine spanning LinkedIn, X, Instagram, WeChat, YouTube, Spotify, and a daily macro newsletter.

Strategic positioning emphasises cross-border wealth management, with notable recent moves including the €900 million acquisition of SG Kleinwort Hambros (completed April 2025), expansion into Saudi Arabia (Riyadh office November 2025 plus CMA license October 2025), and senior Middle East hiring sourced from UBS, Credit Suisse, Deutsche Bank, and EFG Hermes in 2026. UBP also grew its UK AUM to over £157.3bn via the SGKH deal, while continuing to expand its emerging market debt, private markets, and ESG investment capabilities.

Name

Union Bancaire Privee

Legal name

Union Bancaire Privée, UBP SA

Website

https://ubp.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Union Bancaire Privée is a Geneva-based, family-owned Swiss private bank founded in 1969, providing wealth management, asset management, and external asset manager services to high net worth individuals and institutional clients across over 20 global locations with approximately CHF 184.5 billion in AUM.

Ownership category

akta.pro rank

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices18 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management Services: UBP provides comprehensive wealth management services including personalized services, investment solutions, wealth planning, and family office services to private and institutional clients. Revenue is generated through management fees, advisory fees, and transaction-based charges.
2. Asset Management Services: UBP offers asset management across multiple strategies including fixed income, equities, alternative investments, and multi-asset solutions. Services are provided to both internal private clients and external institutional clients through UBP's external asset manager platform.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels12 records

Core offering

UBP is a pure-play Swiss private bank specializing in wealth and asset management for private and institutional clients. The bank provides personalized wealth management services including investment solutions, wealth planning, family office services, and comprehensive asset management across fixed income, equities, alternative investments, multi-asset strategies, and responsible investments. Services are supported by proprietary e-banking platforms across EMEA, UK, and Asia regions.

Product overview

Union Bancaire Privée (UBP) operates as a pure-play private bank specialising in wealth and asset management. The company offers a unified platform comprising three core service pillars: Wealth Management (providing personalised services, investment solutions, wealth planning, and family office services), Asset Management (covering fixed income, equities, alternative investments, and multi-asset strategies), and External Asset Manager services. Within Wealth Management, UBP provides managed solutions, advisory services, structured products, private markets, forex, and responsible investments. The Asset Management division spans fixed income products (Strategic Income, Global Absolute Return, Emerging Markets, Convertible Bonds), equity strategies (Global, Swiss, Japanese, Impact Investing, Small/Mid Caps), alternative investments including hedge funds, and multi-asset solutions. UBP also offers e-banking platforms for clients in EMEA, UK, and Asia regions, along with a comprehensive suite of investment funds. The bank operates across over 20 global locations with approximately CHF 184.5 billion in assets under management.

Differentiator

Problem solved

Functional benefit

Brands

• UBP Monaco: Monaco branch of Union Bancaire Privée, UBP SA offering traditional banking products and solutions along with exclusive services, operating as a Monaco- and French-regulated institution since 2014.
• UBP Asset Management (France)
• UBP Asset Management (Europe)

Products and services

• Wealth Management Services Comprehensive wealth management services including personalised services, investment solutions, wealth planning, and family office services for private and institutional clients.
• Asset Management Services Asset management services encompassing investment philosophy, responsible investments, fixed income, equities, alternative investments, and multi-asset strategies for institutional and private clients.
• External Asset Manager Services B2B partnership platform for external asset managers providing custody services, product access, and operational support.
• E-banking Platform (EMEA & UK) Online banking platform dedicated to UBP's private clients in EMEA and UK regions, enabling clients to access and manage their accounts digitally.
• E-banking Platform (Asia) E-banking platform dedicated to UBP's private clients in Asia, providing digital banking services for the Asian market.
• Investment Funds Collective investment funds across various asset classes and strategies managed by UBP Asset Management.

Quantifiable outcome

• CHF 184.5 billion in assets under management
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core, minor and flagship.

• Association of Swiss Asset and Wealth Management Banks (VAV)coreOthers · 23 June 2026Marcel Rohner of UBP was elected to the board of the VAV, which represents 23 Swiss wealth management banks collectively managing assets exceeding CHF 1,400 billion and employing more than 21,000 people. The appointments reflect the continued influence of major Swiss private banks in shaping industry standards and regulatory frameworks.
• TitanbayminorOthers · 16 June 2026Marcel Rohner, Vice-President of UBP SA and former CEO of UBS Group, was appointed as Non-Executive Director to Titanbay's board. This appointment reflects the growing importance of private markets in European wealth management and Titanbay's technology developed to administer private markets funds.
• Société GénéraleflagshipStrategic or Co-development Partner · 5 August 2024UBP agreed to acquire SG Kleinwort Hambros Limited from Société Générale for approximately €900 million. The transaction, expected to complete by end of Q1 2025, included all activities, client portfolios, and employees, affecting UBP's CET1 ratio positively by about 10 basis points. The acquisition was completed in April 2025, increasing UK AUM by over £21.9bn to a total of over £157.3bn.

Scale indicators10 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Pictet Group: Geneva-based, family-owned Swiss private bank and asset manager with a pure-play wealth and asset management focus — closely comparable to UBP in ownership structure, headquarters location, business mix, and HNW client base.
• Lombard Odier: Geneva-based family-owned private bank offering wealth management and asset management to private and institutional clients — a near-perfect structural analogue to UBP.
• Julius Baer: Swiss-listed pure-play wealth manager headquartered in Zurich, serving HNW clients globally — closely comparable to UBP in business model, with public market benchmark for valuation.
• EFG International: Swiss private banking group headquartered in Zurich, listed on SIX, serving HNW and UHNW clients globally with a strong external asset manager (EAM) platform — directly comparable to UBP's business mix.
• Vontobel: Zurich-based Swiss wealth and asset manager with public listing, offering private banking and institutional asset management — closely comparable in scale and product breadth to UBP.
• Mirabaud: Geneva-based family-owned private bank providing wealth management, asset management, and securities services — comparable family-owned Swiss private banking competitor to UBP.
• J. Safra Sarasin: Basel-based Swiss private bank owned by the Safra family, focused on HNW wealth management with significant asset management capabilities — comparable family-owned Swiss private bank.
• Rothschild & Co: Family-controlled global private banking and asset management group with a comparable HNW advisory-led business model and European heritage — a directly comparable peer for UBP's wealth management offering.

Broad incumbents

• UBS Global Wealth Management: World's largest wealth manager and Switzerland's dominant private bank, operating across all major wealth corridors — competes head-to-head with UBP but at materially greater scale and broader service portfolio.
• HSBC Private Bank: Global private banking arm of HSBC serving HNW clients across Europe, Asia, and the Middle East — competes with UBP across multiple geographies but as part of a much broader banking group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ubp_group
• YouTubeyoutube.com/user/UnionBancairePrivee
• Facebookfacebook.com/ubp.unionbancaireprivee
• LinkedInlinkedin.com/company/ubp
• Instagraminstagram.com/ubp_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Union Bancaire Privee