Private banking provider
UBS Wealth Management
Listed for comparison
Global private bank and wealth manager, with a London booking centre described on the reviewed pages. Global network, with financial-intermediary teams dedicated by country and a London booking centre available.
At a glance
- Provider type
- Global private bank
- International reach
- Global network. Financial-intermediary teams are described by country, and a London booking centre is available.
- Relationship model
- Yes
- Multi-currency
- Available
- Lending
- Available
- Investment management
- Available
- Custody
- Available
- Family / succession
- Available
- Known minimum / client segment
- Not publicly stated
Who this private bank may suit
HNW and UHNW clients, including family-office relationships. That describes the published client focus. It is not a view on whether the bank is suitable for you.
International reach
Global network. Financial-intermediary teams are described by country, and a London booking centre is available.
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
Yes. Lending, liquidity, property and specialist financing are listed.
Lending
Yes. Lending, liquidity, property and specialist financing are listed.
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. Global wealth management, CIO research, funds, ETFs, alternatives and capital markets.
Custody and execution
Custody refers to how investments and securities are held and administered.
Yes. The reviewed pages describe personal and custody accounts, with trading and execution.
Multi-currency and FX
Yes. Banking and capital-markets capabilities include FX, and multi-shoring is offered to intermediaries.
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
UHNW and family-office proposition, alongside broader wealth services.
Minimum and client segment
Not publicly stated
Cross-border considerations
Global network, with financial-intermediary teams dedicated by country and a London booking centre available.
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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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 UBS Wealth Management. 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.