Our service Starting to plan your wealth solution

Great investment advice doesn’t exist in a vacuum. Our investment services take into account all your financial needs, from wealth to investing to banking. We call this your total wealth solution.

Our service

 

 

We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan.

Then we create your investment strategy. Finally, we offer you access to our bank services, which include lending or philanthropy advice.


Plan for the life you want

Plan for the life you want

Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.

Plan

Invest to make it happen

Invest to make it happen

Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

Invest

Bank on us every day

Bank on us every day

We offer financing options like mortgages and lending, as well as services for pensions and trusts and foundations, so you can find everything you need in one place. You can also get advice on philanthropy and sustainable investment.

Bank on us every day

International banking

As a global financial firm with offices in over 50 countries, we give you access to the world's leading financial centers. From the UK, you can access banking solutions in Jersey and Switzerland


Services for businesses and charities

We offer a wide range of products and investment services designed for the unique needs of professional service firms, financial intermediaries and charities.

We’d like to meet you

Come and see us so we can tell you more about what we can offer you.

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 give tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.