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.

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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 wherever you are.*

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About us

With UBS, you’ll benefit from over 160 years of experi­ence helping our clients pursue what matters most to them – in life and in business.

With more than 80 years experience in the Australian market, our clients trust us to manage their wealth.

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Why UBS is your right partner

With UBS you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
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Globally connected, locally active

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

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Excellence for the long term

With over 160 years of experience, UBS has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic view 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.

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2025

1 "Australia - Best International Private Bank" - Euromoney Private Banking Awards 2024 and 2025

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here


Experience a new way of Wealth Management

At UBS, we constantly innovate to serve you with powerful and intuitive digital capabilities which are designed to deliver unparalleled access, security and convenience, empowering you to achieve your financial goals.

UBS Wealth

Enjoy convenient access to your portfolio(s), market news and much more.


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 for two years running as:

  • Australia's Best International Private Bank
  • Australia's Best for UHNW

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.

Connect with us

Together, we can help you pursue your goals.

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.