Our service

Starting to plan your wealth solution: Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing
to banking.

Our service

 

 

We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan.

Then we create your investment strategy. Finally, we offer you access to our bank services, which include lending or philanthropy advice.


Plan for the life you want

Plan for the life you want

Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.

Plan

Invest to make it happen

Invest to make it happen

Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

Invest

Bank on us every day

Bank on us every day

With our individual solutions we help you achieve your goals - whether they are personal or business related.

 

Bank

Business-to-Business

UBS offers a wide range of products and services designed for the unique needs of Business-to-Business services.

 

Great Wealth Solutions

Great wealth is more than a collection of values. It’s about bringing your vision to life, together. Turning a vision into reality demands a long-term partnership that builds on understanding and trust. This has been our goal for generations.


We’d like to meet you

Come and see us so we can tell you more about what we can offer you.