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.
UBS Wealth Way
UBS Wealth Way
Financial planning for your life projects.
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
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
With UBS you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025
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.
Connect with us
Together, we can help you pursue your goals.
* UBS Manage Advanced [My Way] is a discretionary portfolio management service for UBS Wealth management clients.
This document is for information purposes only and has no regard to the specific investment, personal succession or wealth planning objectives, financial situations or particular needs of any specific recipient. Any charts and scenarios are for illustrative purposes only. Historical performance or case study is no guarantee for and is not an indication of future performance. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the developments referred to in this document.
This document does not constitute and should not be construed as an offer, recommendation or solicitation to conclude a transaction or contract nor should it be treated as an advice. The terms of any transaction or contract for services relating to wealth planning advisory services and possible solutions will be exclusively subject to the detailed provisions, including any risk, tax or legal considerations, contained in the appropriate definitive documentation. Any investment or any other decisions should not be made based solely on this document. Neither UBS AG ("UBS") nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this document.
The general explanations included in this document cannot address your personal wealth planning and/or investment objectives, your financial situation or needs (inter alias, e.g. succession or wealth preservation needs).
As a consequence of constantly and rapidly changing market conditions, the information, data, values and analyses contained in this document can become out of date even after only a short time. UBS is under no obligation to update or keep current the information contained in this document. This document is therefore no substitute for your own assessments and analysis of risks prior to taking any decision.
If you disagree with anything in this document or have questions about it, please contact your UBS client advisor or UBS wealth planner immediately. If you are interested in an investment instrument, a financial service, wealth planning advisory service or possible solutions mentioned in this document, please contact your UBS client advisor or UBS wealth planner. UBS representatives such as wealth planners and client advisors do not act in a fiduciary capacity and principally or solely provide information in relation to services offered only by UBS trust entities and affiliates when discussing the provision of trust and fiduciary services. We recommend that you regularly discuss your risk profile and personal circumstances with your UBS client advisor or UBS wealth planner, as the case may be, as a matter of course.
Certain investment instruments, financial services, wealth planning advisory services or possible solutions are subject to legal restrictions and may not therefore be offered freely throughout the world. UBS accepts no liability for the appropriateness of investment instruments, financial services, wealth planning advisory services or possible solutions. You alone are responsible for any decisions you take on the basis of this document.
The information and opinions contained in this document have been obtained from reliable sources and in good faith. No representation or warranty is provided in relation to any information herein which is derived from independent sources. All information, opinions, figures and the prices (where applicable) given, are current only at the time of publication and may be altered without warning.
Wealth planning advisory services and possible solutions involve legal and tax implications and considerations, including but not limited to disclosure or reporting obligations and compliance with relevant laws and regulations in recipient's or client's home country or other relevant jurisdictions. UBS does not provide any legal or tax advice and does not assume, in general as well as in connection with the circumstances and requirements of any particular client, any liability in respect of the tax treatment for investments or any returns generated by such investments or any liability in respect of the tax or legal implications for wealth planning advisory services and possible solutions. You are therefore recommended, before making any decision, to seek advice from an independent expert on the effects of the investments, wealth planning services or possible solutions referred to, on their economic, legal and fiscal implications and the suitability of specific investment instruments, financial services, wealth planning services or possible solutions, as the case may be.
The source of all information is UBS, unless otherwise specified. UBS expressly prohibits the passing on or reproduction of all or part of this document without prior written permission given by UBS, and accepts no liability whatsoever in respect of actions of this kind by third parties. In particular, this document may not be circulated in the US or to US persons or in jurisdictions where its circulation is restricted by UBS.
Singapore: For Accredited Investors in Singapore only.
© UBS 2026. The key symbol and UBS are registered and/ or unregistered trademarks of UBS. All rights reserved.