When growing family and business wealth, we believe in looking at the big picture. This means looking at what your wealth is now and what it might be. To create a strategy for your investments that matches your needs, we use our UBS House View, which is based on our worldwide research and expertise. And we'll do whatever it takes to keep your investment portfolio running smoothly.
Questions to ask yourself
When you're looking to invest, there’s a lot to consider. Start by asking yourself these three important questions:
How much involvement do I need in my investment?
How much control do you want over your investments? Do you prefer to be in charge, or do you want us to invest for you?
How can I be sure my solution is right for me?
We can advise you on solutions to help you meet your financial needs by combining quality third-party products with our expert in-house investment solutions. Together, we'll help you weather the markets by keeping your portfolio diverse, providing a mix of traditional and alternative investments.
How can I stay nimble yet still benefit from long-term investments?
Volatile markets can test your nerves. However, they can also offer many opportunities. Watching the markets closely helps us capitalize on these opportunities and aim to make the best of any situation.
How can wealth management help?
You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your Client Advisor, who’ll work with our investment specialists and other members of the relationship service team to address your specific needs.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
We'd like to meet you
Come and see us so we can start working towards your future.