Our new wealth management service – built on 150 years of wealth management experience, best-in-class digital platform and advisory services – is designed for affluent clients with investible assets of at least USD 250,000. Our account fees are fixed, we don’t charge for transactions or have any restrictions on termination.

So go ahead! Try us out and see for yourself how we can help you make the most of your wealth.

This new UBS WM service is by invitation only.

No transaction fees, fixed management fees

How we are different

Wealth management

  • 150 years of private banking experience
  • 900 top analysts, economists and investment professionals
  • The world's most comprehensive range of investment products

Fintech made personal

  • Your portfolio is monitored 24/7. We leverage our award-winning Cornerstone technology to ensure that your investments are tracked and aligned to your goals
  • We provide you with personalized, real-time notifications and research reports

No transaction fees

  • Fixed management fees
  • Clear, unambiguous transaction details
  • Wealth management services bound by contractual obligation: life planning, portfolio health check alerts and regular investment reviews