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.

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.

Personal advice for you and your wealth

Private persons and families

We offer comprehensive financial advice for your wealth, focusing on managing your assets.

Overview

Entrepreneurs and managers

You’re not just an entrepreneur or manager, you’re also a private individual. And that’s exactly how we'll advise you.

Overview

Lawyers, fiduciaries and notaries

We take care of your firm’s financial matters, your clients’ and your own – we're your one-stop shop.

Overview

Financial planning for women

Loss of earnings, part-time work, and a higher life expectancy. As a woman, you need to have a different approach to planning your assets. We're here to help.

Overview

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.

Starting your plan

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 with us

Bank on us every day

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

Bank with us

Business-to-Business

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

Our Financial Intermediaries

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.

Our Great Wealth Solutions