Your financial goals
At UBS, you come first. Our ambition to help you fulfill your financial goals defines the way we do business. It is the key to building a long-term partnership that will benefit you and your family.
You are at the center of this relationship, which covers every aspect of your financial life including investment priorities, plans for your family, and business goals.
Your dedicated financial planner in Israel will work together with other UBS specialists both on the ground and worldwide to ensure that your financial planning is properly aligned and harmonized with all your life's plans.
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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