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DirectoryFinance & InsurancePrivate Equity & Venture CapitalLuganoUNION BANCAIRE PRIVEE, UBP SA
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UNION BANCAIRE PRIVEE, UBP SA

Summary

About the company

UNION BANCAIRE PRIVEE, UBP SA is a private bank providing wealth management and asset management services to private and institutional clients. Its services include personalised wealth planning, family office services, investment solutions and asset-management products such as funds.

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Offering

Products & services

Industry:Private Equity & Venture Capital
✓ Offered8
Private Banking
Private banking services for international private clients, including comprehensive advice, managed solutions, advisory mandates, investment solutions, e-banking and wealth planning support.
Institutional asset management
Ad-hoc investment solutions for institutional clients, including Swiss-authorised investment funds and, on request, alternative investment solutions with the head office.
Independent asset managers services
Personalised, fast and flexible banking support for independent asset managers, with access to banking infrastructure and core services in marketing, operations and advisory.
Wealth planning
Wealth structuring, estate planning, succession planning, tax planning, asset protection, relocation, inheritance planning and cross-border considerations for family and business assets.
Family office services
Family governance, succession support, next-generation engagement, portfolio oversight and access to internal and external specialists for family wealth preservation and transfer.
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Location

Viale Stefano Franscini 5
6900 Lugano

At a glance

Legal form
Branch
UID
CHE-198.712.283
Founded
1988 · 38 years
Last commercial register change
July 30, 2026
Employees
21 to 50

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