A relationship that gives you a wealth of advantages
With UBS Wealth Management Israel, you benefit from
Dedicated local financial planners who take the time to understand your needs and financial goals, understand the Israeli market intimately, and help you to access the services and specialists of the entire UBS Group.
Personalized, proactive service and recommendations that anticipate your needs and keep your financial and investment solutions up to date and focused on your and your family's specific situation
An overall picture of your family wealth as part of a customized, long-term investment strategy for you through ongoing consolidated reporting
A vast and flexible range of wealth management solutions proposed by experienced, highly qualified investment managers, backed by world-class investment research, and supported by state-of-the-art technology
Additional services such as wealth planning and philanthropy services
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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