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.
To help you invest successfully, we want to understand every aspect of your situation and your goals.
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.
Realize your dream of home ownership with a mortgage. Take advantage of our mortgage products and special offers.
What are your goals after retirement? Let us start helping you today – so you can enjoy a carefree retirement tomorrow.
You can find us at our regional and global locations.
Online magazine for investors
UBS Financial Personality Test
If you want to find the right investment strategy, it’s important to assess your risk tolerance correctly. That’s where the UBS Financial Personality Test comes in.
The most common investor traps
Gut feelings are not the best advisors when it comes to investing.
Gut feeling is the enemy of successful investment
Cheap money and the continuing bull market are misleading investors into making mistakes.
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.
Life changes and so do your wishes and goals. We take this into account for your financial, tax and succession planning.
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
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
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
How to avoid psychological investment traps