UBS Wealth Management. For a new generation.

Exclusively online or via call

What you can expect from us

Wealth concierge and bank-switching service

Our concierges will take care of your requests and concerns. Simply make an appointment online.

Free basic banking for six months

Choose between the Classic, Premium and Premium Plus flexible banking offerings and obtain assistance from our experienced team of advisors – conveniently by phone or video meeting.

A portfolio that’s as individual as you are

With UBS My Way Core, you can create a portfolio that suits you perfectly in just a few steps. It can easily be adapted to your needs – anytime, anywhere and always with our experts at your side.

The basis for getting started

Choose the banking offering that suits you – with six months free of charge. The modular basic offering can be individually tailored to your needs.

Classic

Classic Credit Card

Classic offering with:

  • Personal and savings accounts
  • Mastercard debit card
  • Set of two Classic credit cards in CHF
  • Cash withdrawals at UBS

CHF 8 / month

Premium (particularly popular)

Gold Credit Card

Premium offering with:

  • Personal and savings accounts
  • Mastercard debit card
  • Set of two Gold credit cards in CHF
  • Cash withdrawals in Switzerland

CHF 18 / month

Premium Plus

Platinum Credit Card

Premium Plus offering with:

  • Personal account, savings account, current account and retirement savings account
  • Mastercard debit card
  • Set of two Platinum credit cards in CHF including travel insurance
  • Cash withdrawals worldwide

CHF 48 / month

Struggling to find the right approach for your investments in today’s markets?

Would you like to invest in the next megatrend, sustainable ideas or specific markets? All this and more is easily possible in just a few steps with UBS My Way Core. Create your personal portfolio from around 20 investment modules for an attractive flat fee, and easily adapt it to your needs – anytime, anywhere and always with our experts at your side.

  • 0 K +

    CHF minimum investment

  • 0

    investment building blocks to choose from

  • 0

    personal advisor at your side

  • 0 ~

    billion USD already invested

  • 0

    years of expertise in wealth management

How would you build your portfolio?

Try out our portfolio simulator to generate a portfolio with your own individual touch. You will receive the result by email. Make an appointment so we can discuss the next steps together.

Have you decided to choose us?

We’d be delighted to welcome you. We will help you to change banks and prepare the necessary correspondence for your previous bank. The best thing is that you can benefit from six months of free basic banking right away.

Your advantages with UBS My Way Core

Financial know-how for women

Click here for background information, advice and tips for women who take their wealth planning into their own hands.

We look forward to hearing from you

Either call us directly or get in touch with us using the form. Our team of advisors will call you back as soon as possible.

FAQ