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Who we serve

Pursue what matters to you with the world’s finest wealth experts by your side*.

Financial advice for your individual needs

At UBS, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.

To make the right choices you need to ask the right questions. Together we can discover new opportunities to pursue the future you want for you and your family.

At UBS, we take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions.

Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Are you an investor with institutional needs, a family office, or an ultrahigh net worth individual seeking a truly global partner?

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Financial intermediaries

We offer a wide range of products and investment services designed for the unique needs of external asset managers and external financial consultants.

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

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

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice 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 Global Private Bank" for the eighth time and "Best Private Bank in Asia," PWM/ The Banker Global Private Banking Awards 2023. (November 2023). Eight gold Brandon Hall Excellence Awards across four categories –Learning and Development, Leadership Development, Talent Management, and Sales Performance – in 2023.

"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

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.