Our service

Creating your total wealth solution. Great investment advice doesn’t exist in a vacuum. Our investment services take into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.

First things first

We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan.

Then what?

Then we create your investment strategy. Finally, we offer you access to our bank services, which include lending or philanthropy advice.


Plan for the life you want

Our wealth planners will find out what matters to you. Then they draw up a detailed financial plan that's flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.

Invest to make it happen

Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

Bank on us every day

We offer more than just investments. Explore our other wealth planning solutions such as lending and philanthropy services.


Our services for business and charities

We offer a wide range of products and investment services designed for the unique needs of professional service firms, financial intermediaries and charities.


We'd like to meet you

Come and see us so we can tell you more about what we can offer you.

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.