UBS Wealth Way is more than just a snapshot. It allows long-term asset development and planning so that you can look to the future with confidence and respond flexibly to changes.
Set goals in life
Together we find out what your short- and long-term goals are in life.
Work out a plan
We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.
Carry out a “check-up”
We make sure you are still on track once a year or if any major changes occur in your life.