我们的咨询方式如何让客户受益
通过 UBS Wealth Way，让您能满怀信心，笃定前行，灵活应对各种变化。
- 设定人生目标我们和您一同了解您的短期和长期人生目标。
- 制定计划我们将在短期流动性、长久性和传承三方面制定策略，构建符合您需求的财务规划。
- 审视投资组合我们每年（或在您的生活发生重大变化时）会审视您的投资组合 ，确保您的财务规划和你的目标始终保持一致。
The three key strategies
During our consultation, we’ll jointly determine three strategies: liquidity, longevity and legacy. We’ll then structure your individual wealth plan so you can achieve your short- and long-term life goals.
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
为什么瑞银是您的首选合作伙伴
作为世界领先财富管理机构，凭借我们的专业知识，为您提供财富助力1，与您一路同行。
投资的价格和价值以及由此产生的收益可能存在变化。您可能无法收回最初投资的本金。
瑞银集团不提供税务或法律方面的建议。无论您是否打算使用或不使用我们的任何服务或投资，都建议您咨询独立税务/法律顾问，获得更具体的建议。
联系我们
我们会与您携手实现您的目标。
