Advisory Services for Executives
Let your money succeed too

As an executive, you are a high-level performer with very specific needs. But often you may lack the time to take care of your financial goals. We can offer you a financial advisory service that meets your requirements. As your partner, we know your situation and therefore can develop customized solutions for you.

At UBS you are assisted by advisors specialized in financial issues that affect managers. They work with you to develop long-term investment strategies that take into account stock and options plans, possible career moves abroad or retirement planning. We can create the optimal balance between your assets and liabilities.

We leverage our strengths on your behalf to find the right financing and investment solutions for you.

Pension and Financial Advisory Services

  • Integrated analysis of your assets, including your stock and option plans

  • Tax planning

  • Retirement solutions

  • Retirement planning

  • Succession planning

Investment and Financing Strategies:

  • Innovative portfolio management mandates with tax optimization, absolute return strategies and open architecture solutions

  • Portfolio optimization, for example using investment funds, structured products and non-traditional investments (hedge funds, real estate etc.)

  • Real estate financing

  • Lombard loans

Your Local Bank

We would like to meet you to discuss your goals. We look forward to hearing from you.