UBS Wealth Way

Your individual investment concept

What do you want to accomplish in your life? How do you plan on achieving them? And what worries you the most? Talk to us about your goals and challenges, and together we’ll find out what matters most to you – using our UBS Wealth Way consulting approach.

Our consulting approach

The UBS Wealth Way consulting approach is based on three key strategies: liquidity – to provide cash flow for short-term expenses; longevity – for longer-term needs; and legacy – for needs that go beyond your own.

To maintain your lifestyle

  • Entertainment and trips
  • Taxes
  • Purchase a home

To improve your lifestyle

  • Retirement
  • Health care and long-term care expenses
  • Purchasing a second home

To improve the lives of others

  • Giving to the family
  • Philanthropy
  • Wealth transfer over generations

How do you define financial success?

And how do you want to plan your inheritance? Speak with us and let’s take a look at your situation and your goals together.

Also of interest

We can advise you on successfully passing on your wealth, proactive succession planning, and an investment strategy to match.

Why do women need to plan their wealth differently? We answer the most important questions about financial planning for women.

The Covid-19 crisis has highlighted how closely the business and private wealth of entrepreneurs is interlinked. Learn how our teams work hand in hand to strike the perfect balance between both types of wealth.