We’re committed to understanding what wealth means for you. Because it means something different to all of us.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.

Explore our wealth management services and solutions

At UBS, our priority is to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.
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Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.

Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.

  • Wealth planning
  • Family advisory
  • Next generation and succession planning
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Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.

Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.

  • Managed investment portfolio
  • Advised investment portfolio
  • UBS My Way
  • Sustainable investing
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Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.

Engage in networking opportunities with like-minded peers.

  • Industry Leader Network
  • Entrepreneur and executive networks

UBS Wealth Way

Financial planning for your life projects.

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

Through UBS Chile, we will connect you with our UBS Wealth Way specialists to determine a financial plan, underpinned by three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

Explore UBS Wealth Way

Why UBS is your right partner

With UBS you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
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Globally connected, locally active

As the largest truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks3. We are present in all leading financial centers worldwide.

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Excellence for the long term

With over 160 years of experience, UBS has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic view with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025. UBS GWM Chief Investment Office is a global organization, with over 200 analysts, economists, and strategists around the world, and dedicated to helping our wealth management clients with global and local insights through one united investment view – the UBS House View. 

UBS AG, parent company of UBS Agencia de Valores Chile, was recognized as «Best Global Private Bank», PWM/ The Banker Global Private Banking Awards 2025.

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

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Together, we can help you pursue your goals.