As a busy professional, we understand that time is a valuable commodity for you. That is why, at UBS, we are dedicated to managing your wealth, so that you can focus on your personal and professional goals.
Where the focus is on you
Client focus is key to us at UBS. Guided by a four-step advisory approach, the UBS client experience focuses on your financial needs and goals before we develop and implement a personalized solution for you.
Our goal is to be proactive and to work in a way that suits your lifestyle and requirements.
Dedicated client advisor
It goes without saying that we will provide you with a dedicated client advisor. Our advisors are experienced and dedicated wealth management professionals who understand the way you live and work. From here, we take this one step further. UBS's integrated business model gives you access to specialists in financial planning, portfolio management, succession planning, asset management, and much more. Your advisor will tap into the knowledge of this network of financial experts to help come up with just the right financing and investment solution for you.
Partnership with a global financial powerhouse
A relationship with UBS gives you peace of mind, knowing that all your investment decisions are based on professional advice by one of the world's leading wealth managers. Your client advisor can help you craft a portfolio from a sophisticated range of investment solutions to meet your needs at every stage of your life.
You may either delegate the task of managing your portfolio to experts or make your own investment decisions with proactive recommendations from UBS Wealth Management Research.
Most importantly, we provide regular updates on the performance of your investments, so you can be confident of reaching your goals.