Wealth Management – comprehensive advice for wealthy individuals.

You and your investment needs are the focus of everything we do. We’ll listen carefully to you to get a precise understanding of your personal goals. You can rely on our individual investment advice, first-class solutions, and sound Wealth Management expertise.

Our holistic financial advice covers all aspects of your finances. Every situation is different, and every goal requires a different approach – whether in your professional or your private life. We can also assist you with matters beyond your investment and retirement planning needs. We’ll look after your financial interests and offer advice and solutions precisely tailored to your needs.

An integrated approach to investing

We can offer you a wide range of products and individual investment solutions precisely tailored to your needs. Our advisors will be happy to tell you more during a personal consultation.

Investing

Investing

To help you invest successfully, we want to understand every aspect of your situation and your goals.

Retirement planning

Retirement planning

What are your goals after retirement? Let us start helping you today – so you can enjoy a carefree retirement tomorrow.

Mortgages

Mortgages

Realize your dream of home ownership with a mortgage. Take advantage of our mortgage products and special offers.

Payments and savings

Payments and savings

Everything you need from your bank – plus lots of exciting extras. Our broad range of accounts makes paying convenient and saving easy.

Online Services

You can reach us anytime and anywhere – via online access with services such as e-banking.

    

Locations

Locations

You can find us at our regional and global locations.

Everything from a single source – in every area, for every need

Every situation is different, and every goal requires a different approach. You can count on our all-round support. We’ll look after your financial interests and offer you advice and solutions precisely tailored to your needs.

Wealth Planning

Wealth Planning

Life changes and so do your wishes and goals. We take this into account for your financial, tax and succession planning.

Executives und Entrepreneurs

Executives und Entrepreneurs

When it comes to your financial affairs – in your business or your private life – you have a single point of contact.

    

Lawyers, notaries, and fiduciary agents

Lawyers, notaries, and fiduciary agents

Whether for your firm, your clients, or your private life, you can get everything you need regarding financial matters from a single source.

UBS Advice – now also online

UBS Advice

    

As a UBS Advice client, you can now also manage your portfolio conveniently in e-banking. You can see the results of your Portfolio Health Check and get investment suggestions if there are deviations from your investment strategy.

UBS House View Investor's Guide

    

The UBS House View Investor's Guide explains our investment strategy each month and offers you the highest-quality, up-to-date investment guidance.

How to avoid psychological investment traps

    

As an investor, it’s vital for you to be aware of your own behavior patterns. What are the factors that determine long-term success? We’ll explain.

Make use of our comprehensive advice

Publications


For wealthy individuals

061 276 38 10

Monday to Friday, 8.00 a.m. to 6.00 p.m.