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