Financial Services for Entrepreneurs

One of the most important assets of our wealth management clients is their company's investments. Key strategic decisions in the company often have a direct influence on our client's private investments.

As an entrepreneur, this is why you expect a bank for high net worth private clients to also be able to access high-quality, innovative investment banking products and services.

UBS Wealth Management AG offers entrepreneurs a package comprising the resources offered by a leading investment bank - UBS AG - and those of a private bank from a single source.

To this end we focus on four core areas:

UBS AG can offer extensive national and international experience in preparing and implementing strategic and entrepreneurial decisions.

We work closely with UBS AG, which is also a member of the UBS Group. In special situations we can also call upon the services of external partners. Based on your entrepreneurial and personal interests and goals, we examine and structure the resources and services offered by our global financial services group and put you in direct contact with the best specialists that our group can offer.

We are only happy when we can successfully support you in reaching your strategic goals and expected earnings from a corporate finance transaction. In addition, after a corporate finance transaction we would also be happy to support you by offering the best possible advice when it comes to individual planning and restructuring your total assets - to optimize both your taxes and risk exposure.