# Union Bancaire Privée > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07. - **Brand record:** https://optimly.ai/brand/union-bancaire-privée - **Dataset:** https://optimly.ai/brand/union-bancaire-privée.json - **Markdown:** https://optimly.ai/brand/union-bancaire-privée/llms.txt - **Official website:** https://ubp.com - **Slug:** union-bancaire-privée - **Categories:** fintech-financial-services ## Overview - **Tagline:** 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: Brand's website (https://ubp.com) · 2026-11-07 - **Description:** 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: Brand's website (https://ubp.com) · 2026-11-07 ## Identity - **Mission:** To protect, manage and develop clients’ wealth sustainably across generations. Source: Brand's website (https://ubp.com) · 2026-11-07 - **Founders & leadership:** 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: Brand's website (https://ubp.com) · 2026-11-07 - **Website:** https://ubp.com Source: Brand's website (https://ubp.com) · 2026-11-07 - **Voice & tone:** Conviction-led, client-focused, professional, confident, discreet, long-term oriented and responsibility-driven. Source: Brand's website (https://ubp.com) · 2026-11-07 - **Founded:** 1969 Source: Brand's website (https://ubp.com) · 2026-11-07 - **Headquarters:** Geneva, Switzerland Source: Brand's website (https://ubp.com) · 2026-11-07 - **Parent ownership:** Family-owned by the de Picciotto family through CBI Holding SA. Source: Brand's website (https://ubp.com) · 2026-11-07 ## Offerings - **Problem solved:** 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: Brand's website (https://ubp.com) · 2026-11-07 - **Core capabilities:** - Private banking and wealth management - Institutional asset management - Tailored portfolio management - Traditional and alternative investment strategies - Global multi-asset solutions - Conviction-driven investment research and active management - Wealth planning and succession structuring - Family office solutions Source: Brand's website (https://ubp.com) · 2026-11-07 - **Products / SKUs:** - Wealth management services - Asset management services - Tailored portfolio management - Private markets solutions - Private equity investments - Private debt investments - Private real estate investments - Private infrastructure investments Source: Brand's website (https://ubp.com) · 2026-11-07 ## Audience - **Target industry:** Private banking, wealth management and asset management within financial services. Source: Brand's website (https://ubp.com) · 2026-11-07 - **Customer base:** Private clients, families, entrepreneurs, institutional clients, family offices and external asset managers across Europe, the Middle East, Asia and Latin America. Source: Brand's website (https://ubp.com) · 2026-11-07 - **Ideal customer profile:** 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: Brand's website (https://ubp.com) · 2026-11-07 - **Use cases:** - Managing and preserving private wealth - Growing wealth across generations - Institutional asset management - Building tailored investment portfolios - Investing in private markets - Wealth planning and succession structuring - Establishing family governance and investment frameworks - Family office advisory and coordination Source: Brand's website (https://ubp.com) · 2026-11-07 - **Customer outcomes:** - Preservation and growth of wealth over the long term - More structured and coordinated family wealth decision-making - Continuity and transmission of wealth across generations - Tailored investment solutions aligned with financial objectives - Access to differentiated private-market opportunities - Improved transparency through global reporting and performance reviews - Disciplined risk management and downside protection - Local and global wealth management expertise Source: Brand's website (https://ubp.com) · 2026-11-07 Page last updated 2026-11-07. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.