Financial guidance for entrepreneurs
Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.
Global Entrepreneur Report 2025
Discover what’s on the mind of leading entrepreneurs around the globe in the first UBS report which has actively surveyed the opinions of entrepreneurs in our client base and our Industry Leader Network.
Our entrepreneur and executive networks
Grow my business
Planning to grow your business? You’re close enough to your business to know where you want it to go.
Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?
We can help you see your options from a different perspective.
Our solutions
- Financial planning
- Corporate finance
- Industry Insights: Expert recommendations, current business trends, business sentiment insights from peers
- Entrepreneur and executive networks
Sell my business
Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it.
Deciding what's best can be complicated, so having a trusted partner can make all the difference.
Our UBS team can help you get things ready for the next chapter.
Our solutions
- Financial planning
- Family services
- Trusts and foundations
- Networks and connections
Succession planning
Most highly driven entrepreneurs find it hard to pass on their business.
Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor.
We help you find the right balance when planning this very personal transition.
Our solutions
- Financial planning
- Family advisory
- Trusts and foundations
1 "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 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.
