We'd like to meet you
Come and see us so we can start working to get you closer to your financial goals.
Our job is to help you set goals and then create a plan to achieve them, whether it’s growing the family wealth or leaving a legacy.
While guiding you through the world of investments and planning for the future we'll understand your personal situation and financial goals.
With our global resources and investment expertise, we’ll support you in choosing an investment strategy and constructing a portfolio to meet your long-term objectives.
Together we’ll help you achieve your life goals.
What do you want to accomplish in your life?
Who are the people that matter most to you?
What do you want your legacy to be?
What are your main concerns?
How do you plan to achieve your life’s vision?
Global strategic asset allocation
Global with Home bias strategic asset allocation
Global strategic asset allocation without NTAC (non traditional asset classes)
Bespoke solutions (above 25m)
Now we understand your dreams, ambitions and needs –investing right could help you meet or even exceed them. Our experts will support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.
We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.
The pandemic inspired investors to focus on the things that truly matter to them. While thinking about their future, and the future of their loved ones, many investors have realized the importance of reviewing their financial plans. At the same time, the pandemic had an impact on how investors think about their money. This is why they are asking their financial advisor for assistance more than ever. This is what we found in our research. UBS Wealth Way meets this request to help investors planning for their future.
Italian investors confirm global trend: Covid 19 has changed their habits, probably forever, and financial concerns are added to concerns about health, family and profession. The future is uncertain and investors ask more advice on how to plan their finances.