Advisory Services for Entrepreneurs

The complex financial needs of entrepreneurs
require a peer partner.

Our special entrepreneur teams help ensure that your private financial business grows.

As an entrepreneur you are constantly faced with complex challenges. You have goals and dreams for your company, your family and yourself. And you expect integral solutions for your private assets. Your UBS personal advisor works exclusively for entrepreneurs. Just like you, our advisors serve as a general contractor: they organize a network of internal and external experts for all your needs. This means you save time and money and are always kept up-to-date.

Comprehensive range of services – tailor-made solutions

We support you in every life cycle stage with topics that are important to you. Can we assist you in the succession planning or the sale of your company? Have you weighed the various options for how to place your life's work in good hands?
Take advantage of our expertise in financing issues, comprehensive finance, retirement planning and tax-optimized wealth management. We will provide you with the best advice to meet all our personal and family needs.

Everything you need. All from your local bank.

Your goals and interests are our priority. As trusted partners, we work together with you to achieve the best solutions for entrepreneurs. The UBS entrepreneur teams speak your language and are there for you throughout Switzerland to support you with in-depth know-how.

We offer advice on:

Entrepreneur advisory teams in Switzerland

We look forward to hearing from you. We would be happy to advise you regarding your company at your home or in one of our branches.