Wealth Way

Preserving Assets across Generations

What is «risk»? There are dozens of ways to measure investment risk, from standard deviation and «valued at risk» to maximum drawdown and the «ulcer index».

Harmonizing your life goals with your finances in the long run

Our investment concept links your current situation with your short- and long-term life goals. Wealth way comprises three key stratergies: Liquidity, Longevity, Legacy.

The Wealth Way consulting approach at glance

The next years

4 Years – Life Time

Now – Beyond your Timeline

LIQUIDITY

To help provide cash flow for short-term expenses

To maintain your lifestyle

The first strategy ensures that you always have enough liquidity to maintain your current lifestyle.

  • Entertainment and vacations
  • Tax payments
  • Purchase of real estate

LONGEVITY

Designed to cover your need in the long term

To improve your lifestyle

The second strategy is about protecting and preserving your wealth in the long term. This includes all the assets that you possess.

  • Retirement
  • Expenses for health and long-term care
  • Purchase of a second home

LEGACY

For needs that go beyond your own

To improve the lives of others

The third strategy is about deciding how much wealth you want to set aside for others – now and in the future.

  • Gifts for your family
  • Philanthropy
  • Wealth transfer to future generations

The benefits of Wealth Way

Focus on your needs

Together we find out what’s important to you and what this means for your wealth.

Individual investment concept

Define the correct investment strategy to suit your lifestyle and the market environment.

Expertise

You can count on our many years of experience – our experts are always on hand to help you.

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 provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.