Goal-oriented planning Let your money work for you
Most people have dreams, whether big or small. It is often the required financial resources which determine whether these dreams remain just that or become a goal to aspire to. We provide you with step-by-step support in achieving your personal savings target.
Achieve your goal faster
To accumulate wealth from your money, it helps to adopt a systematic approach. As goals can also change, flexibility is important. With discipline and an investment strategy that meets your earnings expectations, you will achieve your goal sooner.
Sound advice
Which investment is right for you? We work with you to answer this question. During an advisory consultation, we look at your personal situation and create a tailored solution for you.
Our investment solutions
Our range of funds and wealth management mandates is just as individual as you. Find out more about the different investment products.

Investment fund account
If you would like to save regularly and a savings account doesn't offer a high enough return.
Vitainvest
If you would like to create a financial buffer for later in life and want to live with peace of mind in your old age.
Asset allocation funds
If you want to achieve a financial goal and are thus looking to invest your money over the long term.
UBS ManageTM
Benefit from a rapid and direct implementation of your investment strategy being implemented quickly and directly?. With UBS ManageTM, our experts will take charge of the management of your portfolio in keeping with the UBS House View.

Financial Personality Test
To find the right strategy, it is important that you know your own risk appetite. Take the test now.
Guide and calculator
Contact us

Monday to Friday
8 a.m. – 6 p.m.