Your situation

Wealth management for all your personal needs

Exclusive, comprehensive financial advice from a single source

We understand the particular challenges arising from your private life situation and/or your professional circumstances. We look after your financial interests, providing advice and solutions that add value and are tailored to your exact needs.

For families

Preserving your wealth for your family is key. Therefore, we support you in the set-up of a long-term financial plan and investment concept to ensure your succession follows your wishes.

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For managers and executives

We take the time to understand the full context of your financial situation and provide advice on investments, finance, pensions and tax planning.

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For entrepreneurs

Financing growth, planning your succession or saving for retirement: whatever your aim, it's worth reconciling private and business needs early on.

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For institutional investors

You want to get the best result for your clients – and so do we. That’s why we help you to navigate the financial markets with pinpoint accuracy.

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For UHNW individuals

We support you in the setup of your family governance or your family office or foundation to professionalize the management and preservation of your wealth, your succession and legacy – while considering all your financial needs.

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For lawyers, fiduciaries and notaries

While you concentrate on your daily business, we look after your financial concerns – your own, and those of your firm and your clients.

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For women

As a woman you have specific needs with regards to the management of your wealth. With UBS Women’s Wealth we focus on your specific needs and help you to achieve your goals.

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Get in touch with us

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