Wealth Management

Wealth management is our craft

Our leading wealth management insights and advice will help you pursue what matters to you most.

We address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help you achieve your financial goals.

Wealth Management in Portugal

Earlier this year Credit Suisse AG merged with UBS AG – a leading and truly global wealth manager. Together, we bring to you over 300 years of combined experience.

Our name may have changed but our goal is the same – we offer private clients a complete range of financial services, expert advice and individually tailored investment solutions to protect and grow their wealth.

As the largest truly global wealth manager with more than USD 4 trillion in wealth management assets and an unparalleled investment offering, we continue to help you achieve your goals.

While we refresh our online presence, please feel free to keep using the following Credit Suisse websites.

A global leader to match your ambitions

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

At UBS, excellence comes from nurturing the best of our global and local heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.

The result? Financial advice that is finely crafted for what matters most to you.

Our UBS office in Portugal

UBS Europe SE, Sucursal em Portugal

Av. da Liberdade 180-A, 8º andar, 1250-146 Lisboa

Arrange a meeting - Call +351 213 109 210 / Cs.portugal@ubs.com

Why UBS is your right partner

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

UBS head quarters

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.

Man in museum

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 Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

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.