UNION BANCAIRE PRIVE

Established 1924
RCI number: 90S02601
Location
UNION BANCAIRE PRIVE

11 Boulevard des Moulins, BP 106
Monte-Carlo, 98002 Monaco


Phone: +377 92 16 58 58
Fax: +377 92 16 58 69
E-mail: email address


Key Services

Private Banking
Discretionary Management
Advisory Services
Lending Solutions
Wealth Structuring Solutions
Wealth and estate planning

UNION BANCAIRE PRIVE

Union Bancaire Privée’s Private Banking department provides comprehensive and privileged advice to a demanding, sophisticated and international clientele.

UBP Monaco has been present in the Principality since 2014 following the acquisition of Lloyds Banking Group’s international private banking business. The acquisition of Coutts International’s activities in 2015 allowed UBP Monaco to further establish itself as an important player in the Monaco financial sector. The Monaco branch is a true booking centre and concentrates on private banking activities. UBP Monaco falls under the jurisdiction of the Monegasque and French regulatory authorities and banking laws.

More than half of UBP Monaco’s clients are Monaco residents. The Bank offers them a full spectrum of private banking services, including discretionary mandates, investment advisory services, market access and wealth-planning services (mortgage and Lombard lending). UBP Monaco is committed to providing a flexible and personalised service, suited to each client’s individual needs.

Key employees

Brigitte Grasset

Chief Operating Officer at UNION BANCAIRE PRIVE (UBP)

SFE

Place du Casino Le Sporting d'Hiver, Monte-Carlo, 98001 Monaco

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2PM SERVICES

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ALTANA WEALTH MONACO

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MONACO ASSET MANAGEMENT

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TAVIRA MONACO

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APEF ADVISORY COMPANY

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SPARK AND PARTNERS MULTI FAMILY OFFICE

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SOCIETE GENERALE PRIVATE BANKING (MONACO)

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CMB ASSET MANAGEMENT

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