Wealth Management Products & Services

Solutions to meet your financial requirements.
UBS Wealth Management covers every aspect of your financial life, including your family, personal and business goals. We are dedicated to providing the optimal solutions for you from our extensive range of products and services.

Unique solutions for your particular needs
With UBS you have access to a wide range of products and services. It means that the solution proposed by your client advisor will be specific to your indivi- dual situation, priorities and risk preferences. There is no such thing as a standard UBS Wealth Management solution. Every strategy is based on a careful analysis of your situation, and is reviewed regularly as part of our continuous advisory approach.

Custody services
UBS supports custodial clients in Monaco with the highest levels of personal assistance. Our services include nominee holding, record-keeping of book-entry securities, effecting re-registrations, dividend collection and distribution, exercising voting rights and portfolio valuations.