About us

Changing the face of wealth

Our objective is to better serve women. We provide expertise and best-in-class financial solutions for every stage in our clients' lives. Our aim is to be a reliable partner for our clients, who need more than just a bank.


What do we want to achieve?

Together with you, we want to:

Provide expertise and best-in-class financial solutions for every stage in our clients' lives.

Offering advice beyond investing and access to specialists around the world

Delivering opportunities for women to connect and get more involved in financial decisions

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


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 decided to deepen our understanding of the female needs along the life cycle to provide tailored holistic advice.

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.


41%

women say they are financially confident

56%

men say they are financially confident


How can we support you?

Understand your individual needs along the life cycle

And get involved in long-term financial decisions.

Connect financial plans with your needs, values and goals

Exchange knowledge with like-minded people

Build a meaningful relationship with your financial advisor

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 2018

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

Gender Equality Global Report 2018

UBS has moved up to 18 in the ranking, being the 1st in the Swiss ranking

Own your worth

Why women should take control of their wealth to achieve financial well-being

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.

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.