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.
Family advisory
Family advisory
How can I preserve my wealth?
What do I want my legacy to be?
Investing
Investing
How much risk should I take?
How much return do I need?
Passion and networks
Passion and networks
Can you advise me on art?
How can I give back to society?
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
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.