Preserve your wealth after retirement Plan for your finances to grow

Continue growing your assets when you retire

No matter what phase of life you are in, we are here to help you meet your financial goals.

Your assets and liabilities develop and change over your lifetime

We put together an individual investment solution for you tailored exactly to your wishes and needs. Your advisor can offer comprehensive solutions for questions such as:

  • How can I secure my family's future or my children's inheritance?
  • Can I retire early?
  • How can I safeguard my capital?
  • Will my assets be enough to realize my plans?
  • What's the best way to arrange my affairs for after I'm gone?

Working together, we will establish what your financial needs are, show you how your assets look set to develop, and optimize their performance.

For further information on UBS retirement planning and for customized advice, please contact your UBS advisor.