Our service

Creating your total wealth solution. Great investment advice doesn’t exist in a vacuum. Our investment services take into account all your financial needs, from wealth planning to investing. We call this your total wealth solution.

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 investment advisory services.

Are you interested in sustainable investing?

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.

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.

Services for Financial Intermediaries

We offer a wide range of products and investment services on a highly evolved operational platform designed for the unique needs of professional service firms, banks, consulting companies and financial intermediaries.

Global Family Office

Return & Impact

For you – existing and emerging billionaires, family officers and leading institutional investors. We invest in relationships and put clients’ interest first by mobilizing the best of UBS worldwide.

We'd like to meet you

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