Benefit from our advisory approach

With UBS Wealth Way, you can look to the future with confidence and respond flexibly to changes.
  • Set goals in life
    Together we find out what your short- and long-term goals are in life.
  • Work out a plan
    We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.
  • Carry out a "check-up"
    We make sure you are still on track once a year or if any major changes occur in your life.

Our three key Wealth Way strategies

During our consultation, we’ll jointly determine three strategies: Liquidity, Longevity and Legacy. We’ll then structure your individual wealth plan so you can achieve your short- and long-term life goals.
Liquidity

Liquidity for today

You always have enough liquidity to maintain your current lifestyle, for example:

  • Entertainment and vacations
  • Tax payments
  • Safety margin
Longevity

Longevity for tomorrow

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, for example:

  • Retirement security
  • Expenses for health and long-term care
  • Purchase of a second home
Legacy

Legacy for others

You define what is important to you and how you want to help future generations or society, for example:

  • Legacy for your family
  • Philanthropy
  • Wealth transfer to future generations

Define your path with UBS Wealth Way

What are your goals and priorities? 

Asking relevant questions helps you know where you‘re going.

What do you want to accomplish in your life?

Who are the people that matter most to you?

What do you want your legacy to be?

What are your main concerns?

How do you plan to achieve your life's vision?

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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.

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

The price, the value of investments, and the profit derived from them may both decrease and increase. You may not recover the amount originally invested. 

UBS does not provide legal or tax advice. Before making any investment or deciding not to do so, seek guidance from an independent advisor of your choice for specific advice.

Connect with us

Together, we can help you pursue your goals.
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