Wealth Management Jersey Protecting and managing wealth is at the heart of what we do

UBS Jersey Private Banking UBS Jersey Private Banking

Whether you want to take an active lead or free-up your time by delegating day-to-day investment decisions, we are committed to your financial success. Every service we offer is designed to meet your needs.

Trust Services in Jersey Trust Services in Jersey

UBS Trustees specialise in the set up and administration of trust and offshore companies incorporated in a variety of jurisdictions.

UBS Research UBS Research

To help you understand the markets better and take more informed decisions, we make sure that all our research is directly available to you. Our Chief Investment Office (CIO) has a global investment process that has produced strong and consistent investment results for clients during a volatile, post-crisis period.

When wealth grows, so does the complexity of its management. At UBS your dedicated client advisor will seek out the specialist expertise and resources needed to help you achieve your goals, and benefit from the network and specific skills of UBS, one of the world’s leading wealth managers.

As we have been long-established in Jersey, we understand the needs of those living and working here – the tax regime, regulatory environment and legislative issues – and can therefore offer you a complete range of investment services that are personalised to your individual needs.

From our office in St Helier, we offer you local expertise, backed up by global resources. Thanks to close cooperation between our investment bank and asset management divisions, we share best international practices in advisory services, based on a service model centred on your specific needs.

The Wealth Management service provided by UBS is underpinned by the analysis and insights offered by our global network of experts. 

UBS has a long association with Jersey and the Channel Islands, offering a range of services to businesses and private clients. 

Talk to a member of our team

To arrange a meeting at a time and location of your convenience with a member of our team, please contact us on
01534 701000.

You can also visit us at our Office in St Helier

The value of an investment and the income derived from it can fall as well as rise and you may not get back the original amount invested. We recommend that you take independent financial and/or legal advice as to the implications of investing, including tax matters. UBS does not provide tax advice. Full Terms and Conditions are available to you upon request. In Jersey UBS AG, Jersey Branch is authorized and regulated by the Jersey Financial Services Commission.

Contact Us

 If you would prefer us to contact you, make an appointment and one of our client advisors will contact you directly.