Wealth Way

The advisory approach to your financial serenity

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The good feeling that everything is taken care of

With UBS Wealth Way, you benefit from our proven consulting approach. Your wealth is structured by means of three key strategies – liquidity, longevity and legacy. No matter what your goals in life are: with UBS Wealth Way, you always enjoy the good feeling that everything is taken care of.

Focus on your needs

Together we find out what’s important to you and what this means for your wealth planning.

Personal investment concept

Our investment concept links your current situation to your short- and long-term life goals.

Individual planning

You benefit from a long-term plan that is flexible enough to be adjusted depending on your situation in life.

Three strategies for your wealth structuring

Liquidity for today

Maintain your lifestyle

You always have enough liquidity to maintain your current lifestyle, e.g. for:

  • Entertainment and vacations
  • Tax payments
  • Safety margin

Longevity for tomorrow

Achieve personal goals

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, e.g. for:

  • Retirement security
  • Expenses for health and long-term care
  • Purchase of a second home

Legacy for others

Transfer wealth to future generations

You define what is important to you and how you want to help future generations or society, e.g. with:

  • Gifts for your family
  • Philanthropy
  • Wealth transfer to future generations

How to achieve your goals with UBS Wealth Way

Find out how UBS Wealth Way can help you to reach your personal goals.

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A personal conversation is worthwhile. For you and your wealth.