About us

Changing the face of wealth

Our objective is to better serve women, increase their financial confidence and contribute to the advancement of UN Sustainable Development Goal 5 – achieve gender equality and empower women and girls.


What do we want to achieve?

Together with you, we want to:

Transform our business to create an industry leading experience for female clients

Build greater financial confidence among 1 million women and provide know-how

Evolve our offering to include more sustainability, diversity and long-term investment opportunities, enabling more clients like you to facilitate capital towards Sustainable Development Goal Number 5

Provide access to a collaborative community of like-minded people and inspire dialogue around gender equality and female empowerment

Drive advocacy in the financial services industry so that we all transform to serve women better


Why do we need change?

Our research has found that the financial industry is currently underserving women and, as a result, many women lack confidence making decisions about their wealth. That is why we created the change program to better serve our female clients.

Making a difference

We’re already well on our way to achieving our goals, from collaborating with female clients and partners to create change.

These changes are already making a difference resulting in increases in our female client satisfaction rates and external recognitions like awards and gender equality indexes:


41%

women say they are financially confident

56%

men say they are financially confident


How can we support you?

Build a meaningful relationship with your financial advisor

Connect financial plans with your needs, values and goals

Improve your financial confidence

Exchange knowledge with like-minded people

Contribute to gender equality and female empowerment

Access advice and financial resources that match your individual aspirations


How we make a difference

UBS confirmed as industry leader in sustainability 2018

  • Roboco Sam's Gold Class Sustainability Award 2018
  • Leader for 3rd time of the Dow Jones Sustainability Indices 2017

Bloomberg Gender Equality Index 2017

UBS now included since 2017, inclusion requires a threshold of 60points+

Citywealth Awards 2018

  • Powerwoman: Company of the Year – Creating change for women
  • Powerwoman: Corporate Board Initative – Gender diversity on board
  • Powerwoman: Diversity Communitaction Campaign
  • Magic Circle: Diversity Gender Positive Role Model of the Year

Join our digital community

Be part of an inspiring, informative and educational online community, where you can connect with like-minded people.

Gender equality

100 years to close basic global gender gaps. Learn more about how private wealth investment can help to close this gap faster.

How financially confident are you?

Life can be full of surprises. Be prepared for the great adventure that is your life. Take our quick test to discover your type.