Superior investment recommendations and solutions for your wealth
At UBS, we put our clients' needs and wishes first. In other words: we direct our entire global resources to helping you turn your vision into reality.
The financial environment today is less predictable and more complex than ever before. Recent times have shown how volatile markets can be, and how none of us can avoid the challenges this creates.
Every day we see how our clients’ needs and preferences vary over time, throughout all life’s stages, and across the globe. And every day we put together the recommendations and solutions you need to deal with this.
Working in partnership to create something timeless
At the heart of your relationship with us is your financial planner: an experienced and certified professional who ensures that all our resources are continuously working for you.
Your financial planner will invest time to learn about your objectives, risk tolerance and preferences. Your needs guide all our actions, so your financial planner will sometimes challenge you, but also always help you to understand the solutions we offer. This way you can be sure we’re acting in your best interests at all times.
You will benefit from a comprehensive offering tailor-made by your financial planner and our investment specialists into an expertly packaged solution designed to deliver your objectives. Whether focused on your family, your business, your assets, or a combination of these - for today, tomorrow, and the long-term future.
Thanks to the seamless integration of our global wealth management and investment banking operations, you can also call on our specialist teams wherever you do business.
Your partner wherever and whenever you need us.
UBS is a premier global financial firm offering wealth management, asset management and investment banking services from its headquarters in Switzerland and its authorized operations in over 50 countries worldwide to individual, corporate and institutional investors. In Israel UBS AG is registered as Foreign Dealer in cooperation with UBS Wealth Management Israel Ltd., a wholly owned UBS subsidiary. UBS Wealth Management Israel Ltd. is a Portfolio Management licensee which may engage in Investment Marketing, and is regulated by the Israel Securities Authority. This website is intended for information only and is not intended as an offer to buy or solicitation of an offer. This material shall not be construed as an investment marketing and/or investment advisory and is not a replacement for an investment advisory and/or investment marketing provided by a licensee adjusted to your financial needs and your unique personal characteristics
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