Family Office and UHNW

Are you an investor with institutional needs, a family office, entrepreneur or ultra high net worth individual seeking a truly global partner?

Why UBS

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

Financing

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

Learn more
Couple in car racing

Classic car insights

Interview series about the fascinating world of motorsport and classic cars

Learn more
Dessert

Philanthropy insights

Interview series on the latest trends in the philanthropy space

Learn more

Our solutions

No matter how sophisticated your needs might be, we are ready to partner with you to create individualized solutions which help you grow and preserve your wealth

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Family offices, investors with institutional needs and entrepreneurs

Integrated solutions and seamless access to Wealth Management and Investment Bank expertise.

Greenlands in front of a mountain

Ultra high net worth individuals    

 

Understanding your goals, challenges and ambitions is our guiding principle so we can help you to address all dimensions of your wealth.

Financial advice for your individual needs

Individuals and families
Together we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.
Women: empowered
We understand how women want to invest – enabling you to take control of your financial future. We help you protect and grow your wealth.
Your entrepreneur advantage
Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Regions

Visit our regional websites to gain further insights

Americas Private Wealth Management
Americas
Switzerland Private Wealth Management
Switzerland

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

UBS head quarters

Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

Woman in library

Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

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.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.