UBS Wealth Way

Set goals in life
Together we find out what your short- and long-term goals are in life.
Work out a plan
We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.
Carry out a "check-up"
We make sure you are still on track once a year or if any major changes occur in your life.

Liquidity for today

You always have enough liquidity to maintain your current lifestyle, for example:

Entertainment and vacations
Tax payments
Safety margin

Longevity for tomorrow

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, for example:

Retirement security
Expenses for health and long-term care
Purchase of a second home

Legacy for others

You define what is important to you and how you want to help future generations or society, for example:

Legacy for your family
Philanthropy
Wealth transfer to future generations

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Globally connected, locally active

As the largest truly global wealth manager², we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks³. We are present in all leading financial centers worldwide.

Excellence for the long term

With over 160 years of experience, UBS has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

Holistic view 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.

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.

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.

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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.

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