Plan for the life you want

Our job is to help you set goals and then create a plan to achieve them, whether it’s growing the family wealth or leaving a legacy. We know everyone has different priorities. For decades, we’ve helped people across the world create plans that are tailored to them.


Preparing for life’s milestones

There are bumps in the road on every journey. Good financial planning is flexible enough to adjust to the unexpected. This is why, at UBS, wealth planning is a dynamic process that adapts to whatever’s going on in your life. Nothing should stand between you and your long-term goals.

71%

of people regard retirement as a time to do everything they have always wanted to do.*

Asking questions to shape your future

Once you decide to put a financial plan in place, figuring out where to start can feel overwhelming. It doesn't have to. We ask a lot of questions when we first meet you – it's how we find out what your wealth plan needs to deliver. This philosophy is at the heart of how we work with you.

50%

of wealthy individuals say that their wealth managers are their primary source of social impact advice.**


Keeping you on track

Imagine you were flying a plane in stormy weather. You’d need to adjust your instruments and monitor your flying conditions to stay on course. The same applies to your wealth plan. Our experts keep a close eye on your investments to make sure your plan doesn’t drift.

Building your portfolio

Once you’re happy with your financial plan, the next step is to get your investment portfolio in place. Our investment specialists can build you a portfolio that will aim to deliver the returns you expect, taking the appropriate amount of risk suitable for you.


One legacy, multiple aspects

At UBS, legacy management begins with a meeting where we will analyze your current wealth, according to the following 5 dimensions:

Your objectives map: what you really care about

Based on the results of the initial meeting and an analysis of the 5 essential dimensions of your estate, conclusions can be reached, which could be grouped into 4 main categories, highlighting the more relevant, or those requiring more attention. Thus, the financial strategy will focus on what you really care about.

Your financial plan: it evolves with you

According to your map of objectives, we will help you establish the strategy you decide to adopt and find the proper solutions to get it going.

We will hold regular meetings to check whether the map has changed, whether the strategy is in line with your needs at each moment, and adjust it if necessary.

In addition to your client advisor, depending on your needs, you will receive the support of an extensive network of experts in various matters, real estate, investment banking; you will also count on our portfolio managers, as well as the most valued external professionals.


Invest to make it happen

We'd like to meet you

Come and see us so we can start working to get you closer to your financial goals.

Please note:

UBS does not give tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.