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 them.
Preparing for life’s milestones
There are bumps in the road on every journey. Good financial planning is flexible enough to adjust to the unexpected. This is why, at UBS, wealth planning is a dynamic process that adapts to whatever’s going on in your life. Nothing should stand between you and your long-term goals.
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.
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 to make sure your plan doesn’t drift.
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.
Consenso (now UBS Consenso) has been a market leader in Brazil's multi-family office sector since 2003. We've led the way by offering a compelling blend of unbiased onshore and offshore services, and expertise that helps people protect and grow their wealth.
In 2017, we joined with UBS, giving our clients access to the world's leading wealth manager.
We connect with every client, working together to help them understand and make the most of their wealth.
To execute transactions efficiently and cost-effectively in global markets, our independence enables us to choose the right investment partners and custodians.
We'd like to meet you
Come and see us so we can start working towards your future.
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 legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.