Our solutions, we address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help you achieve your financial goals.
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UBS Wealth Way

Financial planning for your life projects.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

Explore UBS Wealth Way

Explore our latest publications

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Global Wealth Report 2025

The latest edition of the Global Wealth Report is out now. Make sure you don’t miss our insights.

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Global Family Office Report 2025

What’s on the mind of family offices around the globe? Find out in the world’s most comprehensive study of its kind.

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Access to our financial insights

Looking for the intelligence you need to power your wealth management goals?

Benefit from the insights of our award-winning Chief Investment Office wherever you are.*

Explore more insights

About us

With UBS, you’ll benefit from over 160 years of experience helping our clients pursue what matters most to them – in life and in business.

In Jersey we have been established since 1979 and deliver a complete wealth management service to private clients and trustees. This local, bespoke service is backed by the global network of resources and know-how of one of the world’s leading financial institutions.

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Why UBS is your right partner

With UBS you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
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Globally connected, locally active

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

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Excellence for the long term

With over 160 years of experience, UBS has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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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 2025

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

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 give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

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Together, we can help you pursue your goals.
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Standard Terms and Conditions for Conducting Accounts

Please click on the document for a copy of our terms and conditions that are valid from 1 October 2022.

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