Starting to plan your wealth solution: Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing.
We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan.
Then we create your investment strategy. Finally we offer you access to our investment advisory services, which include philanthropy advice.
Plan for the life you want
Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.
Invest to make it happen
Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.
Services for individuals and family offices
At UBS we know that our clients have very specific requirements that require tailored products and services.
Whether for your family, your business, or yourself, our priority is to deliver individual solutions that serve your needs at the right time. We believe in supporting your passions, whether for contemporary art, culture, or sports. And we’re committed to helping you realize your beliefs and ideals, for example through our leading philanthropy services.
Our in-house expertise delivers distinctive financial products and advice.
We know that managing your finances is not just about your investments. That’s why we offer a range of services that complement your life as a whole.
We can offer a single point of contact to help you with all your professional and personal financial needs.
We offer advisory services and products related to your individual, family and business needs.
We’d like to meet you
Come and see us so we can tell you more about what we can offer 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 give legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.