Your goals - our solutions Delivering the right solutions for you

Your goals - our solutions

Delivering solutions tailored to the needs of our clients

Whether you want to build, manage, preserve or transfer your wealth to the next generation, UBS has a wide range of customized solutions to help you achieve your goals.

As a global financial firm with offices in over 50 countries, we provide you with access to the world's leading financial centres. Plus a choice of convenient UBS international banking centres, ensuring geographic diversification for your wealth.

Our Services

Regardless of what stage of life you’re in, you want a wealth manager who can help you to protect and grow your wealth. At UBS, your client advisor will use a structured advisory approach to understand your situation, find the appropriate investment solution based on your personal preferences, and determine how to make best use of our offering.

Our global reach, insights across all markets and asset classes, and the depth of our product offering make us uniquely positioned to provide what you seek.

Find out more about our wealth management services

Planning succession can be an emotional and complex matter. What are your personal needs and goals? Our specialists will be glad to provide you with essential information to meet your wishes and help ensure that your assets are passed on to the right hands at the right time.

Find out more about our wealth planning services

Whether you are adding an asset to your portfolio or a piece of art to your collection, quality advice is critical. Advice that goes beyond the realm of merely sharing information and gives you access to superior insight and considered opinions. We believe that, as a private investor, you should be able to tap into the kind of market intelligence that is normally the preserve of institutions. At the same time, the guidance you receive should be based on an implicit understanding of your individual needs.

Find out more about our services for individuals

As a leading global wealth manager, we understand the challenges and responsibilities of managing wealth. Independent financial intermediaries can take advantage of our specialist team that is dedicated to serving your and your clients' needs. We also handle corporate employee financial services.

Find out more about our services for financial intermediaries and charities

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.