Banking without jargon

At UBS, personal advice is fundamental. We tailor every solution to our client's needs. In these short videos, our experts present various products and services that can help you manage your assets. Our teams will be happy to discuss them in more detail.

Wealth planning

This is one of the lesser-known aspects of private banking, yet it is a very useful and totally free service that does not exist in retail banking.

Find out about its many benefits and scope of intervention.

Socially responsible investment (SRI)

Your values define you. But do your investments reflect who you are? As a global leader in sustainable investment, we can ensure that your portfolio is in line with your principles, without compromising its performance.

Find out more about the SRI solutions offered by our experts.

Active advisory (advised portfolio management)

Advisory management allows a client to keep control over the financial management of his/her portfolio, to decide on all portfolio shifts, with the expert advice of UBS.

Find out how UBS advises and supports its clients with this service.

Hedge funds

Hedge funds are a tool for financial diversification within a portfolio.

Find out how UBS selects and uses them, particularly during periods of high volatility.

Structured products

Structured products are a key asset class in portfolio construction, representing 15% in our clients' model portfolios.

Find out how they provide an innovative solution to capture and profit from movements in different asset classes, whether markets be in a bullish, bearish or stagnant phase.

Life insurance

It is the favourite savings product of the French but it is also an important product for wealthy clients.

Find out how this investment fits into the management of your wealth.

M&A for SMEs and Mid cap companies

Selling your business is a major step in the life of an entrepreneur.

Find out how UBS supports you in this key project.

Next Generation

UBS Next Generation is an initiative that brings together the expertise required to prepare and ensure the continuity of wealth across generations.

Find out how UBS supports and advises families.