UBS Wealth Management in Portugal

We have been established in Portugal since 2013, with a dedicated local team and a booking centre in Luxembourg, providing access to global UBS capabilities.

As a global wealth manager, our primary focus is on protecting your wealth and assisting you in making the best investment decisions.

We‘re experts in helping people manage their wealth globally. So you can relax knowing our solutions comply with global and local laws. Wherever life takes you.

How we work with you

UBS allows you and your family to have access to our wealth management services and global network. In Portugal, we offer a range of investment opportunities. Our unique set-up gives you the possibility to leverage time zone and proximity to your UBS advisor to implement your investment strategy based on your needs.

The advantages:

Open architecture in products but also global custody/execution options
Access to specialists e.g. Wealth planning, CIO
Major player with local presence and global know-how
Booking center in Luxembourg

Request a callback

Request a callback, so we can discuss how we can help you.

Request a callback

Visit our UBS office in Lisbon

UBS Europe SE, Sucursal em Portugal
Av. da Liberdade 180-A, 8º andar
1250-146 Lisboa

Individuals and families
We take the time to understand you so we can offer you the right solutions and insights aligned to your financial goals. As your wealth manager, we’re with you every step of the way.
Entrepreneurs
Whether you're starting, expanding, selling or planning your succession, your journey will bring both challenges and opportunities – as a leading wealth manager*, we know what they are.
Family Office and UHNW
For institutional investors, family offices and high-net-worth individuals looking for a trusted partner, we can connect you with expert advice, global resources and personalized services.

A leading wealth manager

We’re proud to be recognized for our award-winning worldwide wealth management services.

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Mr
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My investable assets

Below EUR 2 million
EUR 2-5 million
EUR 5+ million

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Financial advice
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This communication is issued by UBS and/or its subsidiaries and/or its affiliates ("UBS", "We").
In the context of the above form, we collect and process the information which is requested in the fields therein ("Personal Data"). We collect and process your Personal Data for the purpose of engaging in prospecting and business development and / or protecting and enhancing the UBS brand (the "Purpose"). Based on your consent, UBS may collect details of your interaction with e-mails that we send to you for client relationship management and / or business development purposes (such as whether you open e-mails and what content you are interested in), including to evaluate whether and how we may offer products, services and events that may be of interest to you. Your Personal Data may be shared with and processed by UBS Group companies and service providers to carry out the Purpose. We will retain your Personal Data for as long as required to fulfil the Purpose.
For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group DP Office, please refer to our Privacy statement

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The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

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^*"Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2025

¹This award is the sole responsibility of the entity that assigned it

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UBS Wealth Management in Portugal

How we work with you

Arrange a personal meeting with a UBS client advisor

Request a callback

Visit our UBS office in Lisbon

Solutions tailor-made to your goals and values

Individuals and families

Entrepreneurs

Family Office and UHNW

A leading wealth manager

We’re proud to be recognized for our award-winning worldwide wealth management services.

Arrange a consultation today