UBS Financial Planning:
Our Services
Your personal finance plan

Financial planning serves two purposes: it provides you with optimum transparency on your current assets and financial situation while proposing concrete solutions in line with your individual needs, wishes and goals.

The results of our analyses and advice combined with the proposed solutions and measures are fed into a strategic finance plan that brings together all of the specific aspects involved. You can then use your personalized plan to decide how to implement our investment suggestions.

For further information on UBS financial planning and for customized advice, please contact a UBS advisor, who will be happy to put you in touch with our experts.

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Our financial planning services strive to optimize your tax, income and asset situation with regard to the following areas: