UBS Financial Planning
Plan your assets, shape your future

Financial Planning gives you personalized advice for your unique circumstances. We offer you an integrated analysis that takes into consideration all of the financial aspects involved.

We would like to analyze your current financial situation with you - including income and expenditure, assets and liabilities, taxes, real estate, retirement provision, property and inheritance law - to show you ways you can prepare yourself for the future by planning ahead and optimizing your assets. On the basis of our analysis, you will receive a personal finance plan giving you a general overview of your situation while providing in-depth analyses and scenarios.

For further information on UBS financial planning and for customized advice, please contact a UBS advisor.

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To give you an initial idea of where you stand, we provide a range of useful financial planning tools.