Union Bank offers personalized wealth management services to high net worth individuals. We focus on the long term to give you greater stability.

Preserving wealth, long term

We believe that managing private wealth successfully requires a steady and deliberate approach. As a privately owned bank, we manage our business in the same careful and responsible way.

Further, we decisively apply this safe and conscientious approach to our private banking investments and services. For our clients, this approach means continuity by virtue of a long-term view. From asset protection and risk management, to estate planning, and considering tax strategies for investments, we maintain an on-going focus and commitment to our clients. We will review your circumstances, listen to your needs and personal financial vision, and work with you to find ways to both preserve and grow wealth for this generation and the next.

A safe and stable partner

As a secure financial institution, Union Bank provides a dedicated approach to managing your wealth that is reliable, and equitable. We are devoted to practical planning, and only aim to establish a sensible and beneficial resolution to your wealth management needs. Allow us to be your safe and stable choice when it comes to preserving your wealth and financial well-being. You can move forward in planning your wealth-management strategies, while knowing you are in good hands with Union Bank, and we can do what we do best, by offering you our guidance and expertise through it all.

Delivering investment expertise

Union Bank’s investment philosophy places significant emphasis on stable investment returns, bolstered by careful risk management. We employ the resources and expertise to develop strategies that combine both traditional and alternative investments, thus providing a well-balanced and more secure wealth-management solution. As we are an independent bank, you can rest assured knowing that we’re providing you with impartial access to the leading and most pertinent investments.

A modern and efficient service

Our culture and our values remain important to us while we continue to establish new ways to deliver modern and efficient services. By continually investing in technology, it enables us to provide you with up-to-date and clear information, germane to your finances. At Union Bank, we will ensure that you receive the attention you deserve by taking the time to offer clear advice, as part of our comprehensive wealth management service.

Investment strategies

Union Bank delivers you the freedom to decide which investment strategies are most suited to meet your comfort and needs. Among the core services we have available, we administer discretionary investment portfolios, which are carefully managed by us on your behalf. However, if you prefer to maintain and operate a deeper control in your investment decisions, we are happy to simply provide you with an advisory service. We also offer a cash management service, which functions to manage your liquid assets in a careful and controlled manner. Whatever you decide, our investment expertise is open and available to you. Let us know how we can serve your wealth-management needs, today!

Contact us to learn more about Private Banking.