UBP Basel recently hosted a client event at the famous art fair Art Basel

Art Basel exhibits works from the 20th and 21st centuries and is indisputably the world’s leading fair in the international art market. Every year in June over 200 prestigious galleries converge on the city to showcase artworks in various forms, both by modern masters and by emerging talents. Since it was founded in Basel in 1970, the fair has spread to other cities – Miami, Hong Kong, and most recently, Paris – where sister events are held at different times of year.

UBP’s Basel branch, right at the crossroads between Switzerland, France and Germany, is perfectly positioned to serve both Swiss and EU-based clients. On the initiative of Head of the Netherlands Market, Christoph Heller, the branch invited a selection of its clients to experience this major event in the cultural calendar.

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Photography credits

Family offices have always been regarded as the highest form of wealth management service. Our services add value to UHNW families in three key ways:

  • Protecting wealth: Defining the purpose of the family’s wealth, including philanthropy, and facilitating its transition to the next generation, identifying risks both within and outside the family, and addressing them. By having its own family office, a family can also safeguard privacy.

  • Managing assets: Growing the family’s wealth by managing their investment portfolios, using UBP’s market-leading skills in this area, and reporting back to the family regarding investment strategy and performance.

  • Providing expertise: Educating family members on the best ways of organising and running a family office, as well as connecting them to a comprehensive network of subject matter experts, service providers and product specialists.Providing expertise: Educating family members on the best ways of organising and running a family office, as well as connecting them to a comprehensive network of subject matter experts, service providers and product specialists.

It is always amazing to see the many leading galleries and great artists from all over the world. We are happy to visit Art Basel with our clients and spend a few moments in full admiration of the great work of arts exhibited.

Philippe Lespinard, Head of Asset Management (London) and Head of Alternative Fixed Income

Family Office Services

UBP Family Office Services offers objective advice, tailor-made services, innovative solutions and long-term and efficient support.
Our goal is to provide families and their descendants with peace of mind in all matters related to the management of their assets.

Title Status
End of fiscal year 31 December
UK RFS No
German transparency No
Austrian transparency No

Educating family members on the best ways

  1. Protecting wealth
    1. Defining the purpose of the family’s wealth,
    2. Identifying risks both within and outside the family
    3. Transition to the next generation
  2. Managing assets: Growing the family’s wealth by managing their investment portfolios, using UBP’s market-leading skills in this area, and reporting back to the family regarding investment strategy and performance.
  3. Providing expertise: Educating family members on the best ways of organising and running a family office, as well as connecting them to a comprehensive network of subject matter experts, service providers and product specialists.

UBP's assets under management remained stable at CHF 140.6 billion at the end of June 2023 compared with CHF 140.4 billion at the end of 2022. This result was achieved in a context where rising asset prices in the major currencies (CHF +4.2 billion) were largely offset by the appreciation of the Swiss franc against the US dollar (CHF -3.5 billion).

Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022. A slowdown in fees and commissions (-12.5%), primarily due to lower brokerage activities was compensated by a strong net interest margin, up CHF 62.6 million (+43.3%), supported by recent rate hikes.

UBP's assets under management remained stable at CHF 140.6 billion at the end of June 2023 compared with CHF 140.4 billion at the end of 2022. This result was achieved in a context where rising asset prices in the major currencies (CHF +4.2 billion) were largely offset by the appreciation of the Swiss franc against the US dollar (CHF -3.5 billion).

Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022. A slowdown in fees and commissions (-12.5%), primarily due to lower brokerage activities was compensated by a strong net interest margin, up CHF 62.6 million (+43.3%), supported by recent rate hikes.