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Financial advice for individuals and families

Let’s craft your unique plan.

At UBS, we take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions. As your wealth manager, we are with you every step of the way.

Solutions for your individual needs

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Family advisory

How can I preserve my wealth?

What do I want my legacy to be?

Our advisory solutions

  • Family governance consultancy
  • Next generation and succession planning
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How much risk should I take?

How much return do I need?

Which investments meet my needs?

Our advisory solutions

  • Investment solutions (Discretionary and Advisory)
  • Sustainable and impact investing
  • Access to dedicated specialists and UBS Wealth Way
  • Portfolio construction, simulation and monitoring
  • Global research, publications and insights
  • Access to direct investments    
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Passion and networks

Can you advise me on art?

How can I give back to society?

Can I get access to exclusive events?

Our advisory solutions

  • Philanthropy advisory
  • Access to private communities with like-minded peers
  • Art advisory


Your life journey: decisions at each stage

To make the right decisions you need to ask the right questions. Together we can discover new opportunities to pursue the future you want for you and your family.

UBS Wealth Way

Financial planning for your life projects.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

Explore UBS Wealth Way

Latest insights

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

UBS head quarters

Globally connected, locally active

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

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice 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 2023

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.