Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company.
AuM
CHF 140.3 bn
Founded
- Founded in 1969
- Explore UBP’s History
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?
