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    UBP

    Category
    Private Bank
    HQ
    Switzerland

    UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management for both private and institutional clients. It is based in Geneva and employs 1,812 people in over twenty locations worldwide; it held some CHF 147.4 billion in assets under management (numbers as at 31 December 2020).

    Key Company Info

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    Company

    Facts about the company.

    AuM

    CHF 140.3 bn

    Founded
    Employees
    Clients

    Facts about the clients.

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals

    UBP's Value

    Dedication; conviction; agility; responsibility. These four key values express UBP’s determination to achieve its objectives and to respond to its clients’ expectations, as well as work in their best interests.

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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