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Wealth Planning
Wealth Planning

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UBS is the world’s leading provider of wealth management services for wealthy private clients. Wealth Planning provides future-oriented solutions for high net worth individuals and their families.

In providing far-sighted planning advice and strong support for clients, you will have the advantages of a systematic, comprehensive advisory process, state of the art tools and a strong network of relationships both inside and outside of UBS.

Our modular approach provides flexible, tailored solutions to meet your clients' most complex financial goals and circumstances. A consistent flow of new products and services will help you to enrich the advisory experience for clients and further your clients' business objectives and financial success.

Teamwork is fundamental to our culture and provision of outstanding client service. Identifying and implementing plans to achieve clients’ asset structuring and insurance, relocation, retirement, succession and tax planning objectives requires collaborative effort. You will work closely with Client Advisors and investment specialists from UBS.

Your professional skills, knowledge and proactive approach will help us to develop stronger client relationships and find new ways to add value for clients and for UBS. In return, our culture of performance will recognize and reward your personal initiative and commitment.

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Page last updated: August 13, 2009, 8:18 AM

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Outlining our strategy - UBS Investor Day 2009