{"name":"Union Bancaire Privée","domain":"ubp.com","url":"https://optimly.ai/brand/union-bancaire-privée","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Union Bancaire Privée (UBP) is a family-owned Swiss private bank focused exclusively on wealth management and asset management for private and institutional clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"description","label":"Description","shape":"text","content":"Founded in 1969, Union Bancaire Privée (UBP) is a pure-play Swiss private bank and asset manager headquartered in Geneva. The bank provides private banking, wealth management, institutional asset management, traditional and alternative investment strategies, and global multi-asset solutions. UBP serves clients through a global network spanning more than 30 locations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To protect, manage and develop clients’ wealth sustainably across generations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"UBP is led by the de Picciotto family. Guy de Picciotto has served as Chief Executive Officer since 1998. Daniel de Picciotto has served as Chairman of the Board since 2016. Anne Rotman de Picciotto has been a board member since 2006.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://ubp.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Conviction-led, client-focused, professional, confident, discreet, long-term oriented and responsibility-driven.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1969","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Geneva, Switzerland","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Family-owned by the de Picciotto family through CBI Holding SA.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"UBP helps families, entrepreneurs and institutional clients manage, preserve, grow and transfer wealth over the long term while navigating complex financial environments, investment decisions, risk and succession needs.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Private banking and wealth management\nInstitutional asset management\nTailored portfolio management\nTraditional and alternative investment strategies\nGlobal multi-asset solutions\nConviction-driven investment research and active management\nWealth planning and succession structuring\nFamily office solutions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Wealth management services\nAsset management services\nTailored portfolio management\nPrivate markets solutions\nPrivate equity investments\nPrivate debt investments\nPrivate real estate investments\nPrivate infrastructure investments","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Private banking, wealth management and asset management within financial services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Private clients, families, entrepreneurs, institutional clients, family offices and external asset managers across Europe, the Middle East, Asia and Latin America.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Families, wealthy individuals, entrepreneurs, institutional investors, family offices and external asset managers seeking bespoke long-term wealth or investment management from an independent, family-owned Swiss private bank.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing and preserving private wealth\nGrowing wealth across generations\nInstitutional asset management\nBuilding tailored investment portfolios\nInvesting in private markets\nWealth planning and succession structuring\nEstablishing family governance and investment frameworks\nFamily office advisory and coordination","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Preservation and growth of wealth over the long term\nMore structured and coordinated family wealth decision-making\nContinuity and transmission of wealth across generations\nTailored investment solutions aligned with financial objectives\nAccess to differentiated private-market opportunities\nImproved transparency through global reporting and performance reviews\nDisciplined risk management and downside protection\nLocal and global wealth management expertise","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ubp.com","updated_at":"2026-11-07T06:47:40.260169+00:00"}]}],"last_refreshed_at":"2026-11-07T06:47:40.279655+00:00","last_changed_at":"2026-11-07T06:47:40.291032+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=89f51457-4861-4f16-8434-8ad8edd8949e"}