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 heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.

Explore our services and solutions

At UBS, our priority is to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.

Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.

  • Wealth planning
  • Family advisory
  • Trusts and foundations

Work with us to develop tailored investment strategies and build a diverse investment portfolio.

  • Managed investment portfolio
  • Advised investment portfolio
  • UBS My Way
  • Sustainable investing

Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.

  • Philanthropy services
  • Charitable giving
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UBS Wealth Way

Financial planning for your life projects.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

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Financial advice for your individual needs

At UBS, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.

Why UBS is your right partner

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

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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.

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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.

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Together, we can help you pursue your goals.
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