Private banking provider
Union Bancaire Privée (UBP)
Listed for comparison
Swiss private bank citing more than 30 locations and 12 booking centres. 30+ locations and 12 booking centres are cited in 2026 external-asset-manager material.
At a glance
- Provider type
- Swiss private bank
- International reach
- 30+ locations and 12 booking centres cited in 2026 external-asset-manager material
- Relationship model
- Yes
- Multi-currency
- Varies
- Lending
- Varies
- Investment management
- Available
- Custody
- Available
- Family / succession
- Available
- Known minimum / client segment
- Not publicly stated
Who this private bank may suit
Private-bank and HNW family clients using a multi-booking-centre bank. That describes the published client focus. It is not a view on whether the bank is suitable for you.
International reach
30+ locations and 12 booking centres cited in 2026 external-asset-manager material.
International reach does not mean universal eligibility. The office you can see, and the entity that can accept you, are separate questions.
Relationship banking
Yes.
Banking and liquidity
Private-banking and execution capabilities are described. Confirm the lending menu by booking centre.
Lending
Private-banking and execution capabilities are described. Confirm the lending menu by booking centre.
Rates, loan-to-value and credit limits are not published on this page. Confirm the current lending menu, and whether it is available from your country of residence.
Investments
Yes. Investment and advisory capabilities for private-bank and external-asset-manager clients.
Custody and execution
Custody refers to how investments and securities are held and administered.
Yes. A banking-partner proposition for external asset managers is described.
Multi-currency and FX
The private-banking platform supports broad banking and investment solutions. Exact currencies depend on the booking centre.
A stated currency range does not mean every currency is available to every client. Confirm the accounts and the FX terms for your booking centre.
Family and succession
Private-bank and HNW family proposition.
Minimum and client segment
Not publicly stated
Cross-border considerations
30+ locations and 12 booking centres are cited in 2026 external-asset-manager material.
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
Questions to ask
Can your bank serve someone resident in my country?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Which legal entity and booking centre would hold my relationship?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
What is the minimum relationship size?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Is the minimum based on deposits, investments, net worth or income?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Can you continue serving me if I move country?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Which currencies can I hold?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
How is FX priced?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
What lending is available?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Can investments be custodied with the bank?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Is investment management discretionary, advisory or execution-only?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you provide cross-border reporting?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
What investor or deposit protection applies?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
How are fees structured?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you coordinate with external tax and legal advisers?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Can family members in different countries be included?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
What source-of-wealth documentation will be required?
Confirm the current answer with Union Bancaire Privée (UBP). It depends on your country of residence, nationality and the entity that would hold the relationship.
Which entity would serve you?
Private banks often operate through multiple regulated entities and booking centres. Your legal relationship, investor protections, deposit protection and available services may depend on the entity serving your account.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Services, client eligibility, minimums and jurisdictional availability can change.