Ultra high net worth individuals

We understand your goals, passions and ambitions and deliver individualized solutions for you and your family. Managing wealth is our craft.  


Looking after your wealth demands time, dedication and passion. 

As a leading and truly global wealth manager, present in every major market, we connect you with the best specialists to provide you with expert advice, resources and services to fulfil your personal aspirations.

Explore this site to find out more about just some of the questions our team of global experts can help you answer.

Our UHNW solutions

Bespoke solutions, tailored advice and specialist expertise at your fingertips

Investment portfolio

We provide investment strategies and top-class services aligned with your goals. Our solutions are as follows:

  • Tailored investment solutions (Discretionary, Advisory)
  • Sustainable and impact investing
  • Selected investments (Hedge funds, Investment funds, Cash management)
  • UBS Asset Servicing
  • Post Trade Services
  • Performance and risk analytics platform

Services for professional investors

We provide services for investors with a high affinity for active trading and access to sought-after private companies. Our solutions are as follows:

  • Private markets: Direct investments and funds
  • Access to leading private companies worldwide
  • Private equity
  • Private debt
  • Real estate and infrastructure
  • Direct investments in the impact space

Corporate finance and advisory services

Our deep knowledge of financial markets combined with a global network of financing specialists across industries allows us to provide you with a comprehensive perspective to achieve your goals. Our solutions are as follows:

  • Support and advice across different stages of business maturity
  • Merger and acquisition advisory
  • Advice on privately negotiated transactions


We provide expertise and scale to enable uniquely flexible financing solutions which are as follows:

  • Lombard lending
  • Structured lending
  • Real estate financing
  • Aircraft financing
  • Alternative financing solutions

Family & Art Advisory, Philanthropy, Wealth Planning

We offer a wide range of consulting services and engagement opportunities for you and the next generation and support you in establishing and administering sophisticated asset holding and estate planning structures. Our solutions are as follows:

  • Family governance advisory
  • Legacy planning and implementation
  • Wealth structuring
  • Family office setup, review and governance
  • Next generation and succession planning
  • Strategic philanthropy
  • Art & Collecting

Exclusive insights, events and connectivity

Unlock the latest research insights, be it on family offices, wealth trends, entrepreneurship, art, philanthropy, women and investing, next generation and much more. Our offering includes the following:

  • Global research, publications and insights on the latest investment trends
  • Exclusive events and roundtables with peers
  • Connections with like minded-peers in private communities

Crafting your financial vision

Financial advice for what matters most to you

Our leading insights

We’re uniquely placed to draw on our knowledge and experience to give our clients unmatched intelligence to inform their financial decisions. Explore our flagship reports for a unique window into the trends that promise to have a significant impact on the changing world of wealth.

Global Family Office 2024

Global Family Office Report 2024

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 320 of the world’s largest single family offices and covers a total net worth of USD 608 billion, with the individual families’ net worth averaging USD 2.6 billion.

Billionaires ambition report cover

Billionaire Ambitions Report 2023

For the first time in nine editions of this report, new billionaires acquired greater wealth through inheritance than entrepreneurship. Our survey of 79 billionaire clients shows that heirs are likely to focus more on today’s major economic opportunities and challenges.

Beyond markets

Hear from renowned experts on the issues shaping the fast-changing global economic landscape

curved copper building

Family office insights

Interview series on the latest trends in the family office space

Couple in car racing

Classic car insights

Interview series about the fascinating world of motorsport and classic cars


Philanthropy insights

Interview series on the latest trends in the philanthropy space

Ready to start a conversation?

We look forward to speaking with you.

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.