Your assets in your hands

It’s a good idea to plan with foresight at every stage of your life

Does being a woman make a difference in wealth planning? Yes.

Being a woman comes with new roles and responsibilities time and again. To be prepared for any unexpected changes, an independent and strategic wealth plan is essential. With over 150 years of experience, we’ll support you in structuring your individual financial, succession and retirement planning.

“On average, life expectancy for women is four years higher than for men.”

Women in Switzerland generally live 85.2 years, men 81.2 years.

What does that mean for your financial planning?

A longer investment horizon influences your investment strategy.

Your financial plan should take changes in your circumstances into account, such as long-term relationships or marriage.

What does that mean for your financial planning?

A longer investment horizon influences your investment strategy.

Your financial plan should take changes in your circumstances into account, such as long-term relationships or marriage.

“Women are more careful in choosing an investment strategy than men.”

Women tend to see their assets as a source of security and not of opportunity.

What does that mean for your assets?

Your investment strategy should reflect your personal values as well as your financial goals.

You are more strongly concerned to hedge against the unexpected.

What does that mean for your assets?

Your investment strategy should reflect your personal values as well as your financial goals.

You are more strongly concerned to hedge against the unexpected.

“Women interrupt their careers or reduce their workload more frequently.”

6 out of 10 working women in Switzerland are employed on a part-time basis (Federal Statistical Office, 2017)

What consequences does this have for your retirement?

Your future liquidity requirements might not be covered sufficiently by your occupational pension and will have to be supplemented with your private retirement savings.

A tailored investment strategy is a further important measure in achieving your financial goals.

What consequences does this have for your retirement?

Your future liquidity requirements might not be covered sufficiently by your occupational pension and will have to be supplemented with your private retirement savings.

A tailored investment strategy is a further important measure in achieving your financial goals.


Throughout Switzerland, 69% of women delegate their long-term financial affairs.

For our new issue of UBS Investor Watch, we surveyed over 3,500 female investors in nine countries on the topic of “Women and Finances.” You can find the most important points related to Switzerland at a glance here.

Evaluate your current situation

What stage of life are you in right now?

There isn’t just one way to live your life. To shape your life according to your values and personal wishes, it’s important to coordinate your financial decisions in the best way possible. We’ve compiled the most important questions regarding the bigger changes in life.


Financial Confidence Tool: How do you evaluate your financial fitness?

Clarity about your personal wishes, values and preferences are the foundation for successful decision-making. Take our test to find out how your values and know-how about finance influence your investment planning.