Wealth Management

Wealth management is our craft

Our leading wealth management insights and advice will help you pursue what matters to you most.

We address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help you achieve your financial goals.

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Our advisory approach

Financial planning for your life projects.

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

Your situation. Your goals. Your legacy. These pillars form the core of our holistic advisory approach.

Explore our advisory approach
 
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Access to our financial insights

Looking for the intelligence you need to power your wealth management goals?
Benefit from the insights of our award-winning Chief Investment Office.*

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Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

Learn more Why UBS
Euromoney private banking - Best International Private Bank

We’re bringing the best of UBS to you

Proud to have been recognized as the Best Global Private Bank in Australia
 
  • Australia's Best International Bank
  • Australia's Best for UHNW
  • Australia's Best for Discretionary Portfolio Management

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Australia - Best International Private Bank’ - Euromoney Private Banking Awards 2024

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

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 provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

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Together, we can help you pursue your goals.
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Important information

If you experience financial hardships or difficulty, please reach out to us early so we can find the right solution for you. You can contact your UBS relationship manager or get in contact with us via our connect with us form.