Company foundation, succession and pension Your partner in all phases of your business

We are with you as your expert partner at every phase of your company’s lifecycle. We’ll help you set up your company, provide comprehensive advice on succession issues and all aspects of retirement planning, and offer you useful tools for every stage.

The support you need in every phase

Company foundation

Do you want to be your own boss? We’ll show you what's important when setting up your company, make various tools available to you, and offer the essential services you need to make a successful start.


Taking steps early on to address the issue of succession is one of a business owner's most important strategic duties. We’ll give you expert support for every step of the process.

Retirement planning

Whether for your own retirement planning or that of your employees, or if you’re a pension fund looking for support with the investment of your assets – it's worth talking to us.

Guide Success through innovation

Innovation is a key factor in the growth of an economy – especially for countries like Switzerland with few natural resources. Read our guide and introduce successful innovations into your company.

UBS Impulse – Newsletter for companies

Latest information and specialist reports on business and cash management as well as trends in foreign trade (Trade & Export Finance). Published monthly.

UBS outlook – corporate succession

Especially for entrepreneurs, shareholders, company directors and CEOs of family companies: our comprehensive publication on succession gives you valuable information and tips for succession planning.

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Newsletter for companies

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Please note: Advice from UBS does not cover either legal or tax law aspects. We advise you to always consult your tax or legal advisor.