Financial guidance for entrepreneurs

Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Get the entrepreneur edge

Female founder

Project Female Founder

Female entrepreneurs receive less funding than their male counterparts. How can we level the playing field?

Solutions for your entrepreneur journey...

Our experts are by your side for every stage of your business.
Two women cycling

Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?

We can help you see your options from a different perspective.

Our solutions

  • Financial planning
  • Corporate finance
  • Industry Insights: Expert recommendations, current business trends, business sentiment insights from peers
  • Entrepreneur and executive networks
Man running on mountain ridge

Deciding what's best can be complicated, so having a trusted partner can make all the difference.

Our UBS team can help you get things ready for the next chapter.

Our solutions

  • Financial planning
  • Family services
  • Trusts and foundations
  • Networks and connections
Woman sitting on pier at lake

Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor.

We help you find the right balance when planning this very personal transition.

Our solutions

  • Financial planning
  • Family services
  • Trusts and foundations

Our services are aimed at Eligible Investors. Eligible Investor ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

Kindly note that certain products and services are a) subject to legal restrictions and cannot be offered worldwide on an unrestricted basis and b) tailored to specific clients and may not be available to all client type

Entrepreneur

Fortune favours the bold

Drive your success with the leading wealth manager at your side every step of the way.

... and for your private wealth

We can help you pursue what matters to you most – with confidence. 

Investing

How much do I know about investing?

How much risk should I take?

Which investments meet my needs?

Our solutions

  • Investment solutions
  • Sustainable and impact investing
  • Access to dedicated specialists
  • Portfolio construction, simulation and monitoring
  • Global research, publications and insights
  • Access to direct investments

Family services

What are my goals?

How can I preserve my wealth?

What do I want my legacy to be?

Our solutions

  • Family governance consultancy
  • Next generation and succession planning

Private financing

Do I own real estate?

How can I finance my property?

How does private jet financing work?

Our solutions

  • Financing solutions across multiple strategies
  • Aircraft financing
  • Real estate financing
  • Yacht financing

Passions and networks

Can you support me on art?

How can I give back to society?

Should I start a philanthropic venture?

Our solutions

  • Philanthropy advisory
  • Access to private communities with like-minded peers
  • Art

For illustrative purposes only. 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.

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.

Man in museum

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 view 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.

 

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

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.

Connect with us

Together, we can help you pursue your goals.