- We put your goals first
Wealth management with UBS Swiss Financial Advisers means proactive service based on a structured, consultative approach, designed to help us understand your objectives and to help you pursue your wealth management goals.
- We take the time for you
As a discerning client, you want a dedicated professional wealth management consultant who takes the time to fully understand your unique requirements and aspirations. This is the foundation for a strong and lasting personal relationship.
- We provide you with customized solutions
Using our structured advisory approach, your experienced wealth management consultant provides investment and financial solutions that are appropriate for your needs. We draw upon our extensive global network to offer you a broad range of services that might extend beyond investment advice and asset management.
- We support you proactively
Because your wealth management consultant understands your expectations and regularly reviews your wealth situation, we are able to respond to your changing needs as they develop over time. Our Investment Management Team monitors the financial environment, and regularly looks for new opportunities to manage the risk or enhance the potential return of your portfolio.
- We have the necessary skills
Since helping you in the pursuit of your financial goals is our primary objective, the quality and consistency of our investment advice to you is critical. To provide the expertise you need, it is imperative that our wealth management consultants have extensive advisory experience and finely honed investment and relationship management skills.