Our Services for Private Clients

Your expert global partner

With over 160 years of experience, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term. You need more than just a bank. You need a companion to help you through all of life's ups and downs.

Talk with an advisor

Before we even think about investing, first we find out your goals in life. Are you more focused on preserving your family’s wealth, or growing your business? Once we understand what matters to you, we’ll build your financial plan.

At UBS, we care about what’s happening locally as well as globally. We understand the big picture, but we also look at the detail. That’s why our local CIO investment specialist apply their knowledge and skills to make sure your portfolio and wealth plan are in line with local regulations and optimized for market trends wherever you are.

Discover our UBS House View

With UBS Manage Advanced [My Way] you build your own portfolio from more than 50 different building blocks – together with your Client Advisor. We take care of day-to-day management tasks and risk monitoring.

3 Great Ways to Nurture Your Wealth

Do it together

UBS Advice^TM

We advise, you decide

The changing investment landscape can be tricky to handle even for the seasoned investor.

Stay on track with UBS Advice – we give you great advice, but you still get to control your investment plan.

Do it for me

UBS Manage^TM

You set the goal, we implement it

Building a well-tended portfolio requires undivided attention and patience.

With UBS Manage, our team of specialists will look after your investments on a day-to-day basis to help keep your portfolios thriving.

Do it your way

Your vision, your portfolio

A green thumb for investing?

Enjoy full access to a dashboard of investment ideas and UBS digital solutions, including the latest CIO research reports and insights to help you shape your portfolios as you envision it.

Not sure where to start?

With a free financial check, you can learn how to improve your financial situation in the short, medium and long term.

Arrange a consultation

We’d like to meet you

UBS Wealth Management is proud to serve individuals and their families with over USD 2 million in investable assets. Get in touch to discuss with one of our advisors how best we can help you achieve your goals.