Our advisory approach Understanding your goals, delivering solutions

Our advisory approach

Our systematic, high-quality advisory approach is structured to provide superior investment advice and solutions for your wealth.

The objective of our advisory approach is to help you find the right financial solution for your situation, and to provide you with full access to our integrated global capabilities.

Our rigorous investment process filters out clear signals from the noise surrounding financial markets and allows us to present you with actionable advice on your investments.

Our UBS Wealth Management House View highlights relevant investment opportunities as well as market risks, so we can help you identify an appropriate response to market developments.

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.