UBS Wealth Planning Plan your assets, shape your future

UBS Financial Planning

Wealth Planning gives you personalized answers to your personal questions. We offer you integrated solutions that give equal consideration to all of your financial needs.

We would like to analyze your current financial situation with you - including income and expenditure, assets and liabilities, taxes, real estate, retirement provision, property and inheritance law - to show you ways you can prepare yourself for the future by planning ahead and optimizing your assets. On the basis of our analysis you will receive a personal wealth plan giving you a general overview of your situation while also providing in-depth analyses and scenarios.