Plan for the life you want

Our job is to help you set goals and then create a plan to achieve them, whether it’s growing the family wealth or leaving a legacy. We know everyone has different priorities. For decades, we’ve helped people across the world create plans that are tailored to their priorities and situation.

Preparing for life’s milestones

There are bumps in the road on every journey. Good financial planning is flexible enough to adjust when the unexpected happens. UBS Wealth Planning is a dynamic process that adapts to what's going on in your life. Nothing should stand between you and your long-term goals.

Preparing for life’s milestones

71%

of people regard retirement as a time to do everything they have always wanted to do.*

Asking questions to shape your future

Once you decide to put a financial plan in place, figuring out where to start can feel overwhelming. It doesn't have to. We ask a lot of questions when we first meet you – it's how we find out what your wealth plan needs to deliver. This philosophy is at the heart of how we work with you.

What are your life goals?
Helping you with life’s changes

50%

of wealthy individuals say that their wealth managers are their primary source of social impact advice.**

Helping you with life’s changes

Life doesn’t stand still, so your financial plan shouldn’t either. That’s why UBS wealth planning is a dynamic process that adapts to whatever’s going on in your life. Here are some scenarios you might face, and how UBS wealth planners can help.

Keeping you on track

Imagine you were flying a plane in stormy weather. You’d need to adjust your instruments and monitor your flying conditions to stay on course. The same applies to your wealth plan. Our experts keep a close eye on your investments so they stay aligned with your wealth plan.

Building your portfolio

Once you’re happy with your financial plan, the next step is to get your investment portfolio in place. Our investment specialists can build you a portfolio that will aim to deliver the returns you expect, taking the appropriate amount of risk suitable for you.

Invest to make it happen

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Bank on us every day

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We'd like to meet you

Come and see us so we can start working to get you closer to your financial goals.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

*UBS Investor Watch (UK) – Q2 2016 (318 UK respondents with at least £250,000 investable assets)

**Capgemini Asia-Pacific Wealth Report 2015 (individuals with US$1m+ investable assets)