Our services

Building wealth solutions based on your needs

To help you achieve your financial goals, we’ll ensure your money is working as hard as you do. As the world's leading wealth manager1 with more than 180 local advisors serving over 15,000 clients in the UK alone, we offer a comprehensive range of financial services.

Through your advisor, you and your family have access to our wealth management services and global network. In the UK, we don't just sell our own products – we have a range of investment opportunities and will find the ones best suited to you.

Let's talk

Together, we can help you develop your individual financial plan.

I'm an individual investor

Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.

I'm a business client or an institution

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

Global Family Office

Return & Impact

For you – existing and emerging billionaires, family officers and leading institutional investors. We invest in relationships and put clients’ interest first by mobilizing the best of UBS worldwide.

Building

Digital banking

Check your portfolio performance and keep up-to-date with market news, anytime and anywhere.

Performance

Take control of your wealth by staying on top of how your portfolio is performing and updated on your status.

Quotes

Get round-the-clock information on the latest market developments in the world’s major trading centers.

Tools and calculators

Make informed financial decisions with our wide range of tools and calculators and grow your financial knowledge with our Dictionary of Banking.


Why UBS is your right partner?

With our global and local experience and expertise, top industry rankings and award-winning track record, we're confident that we can help you reach your goals. Our specialists are ready to advise you in various regions across the UK.

Victoria Hagmann, Head of WM UK, Jersey & Guernsey

"The beginning of the year is a great time to have a conversation with your advisor: review your goals, your portfolio, wealth, and legacy plans and set your financial path for the year ahead."

Victoria Hagmann, Head of WM UK, Jersey & Guernsey

Find out more

Let's talk

Ready to start a conversation? We look forward speaking with you.

Find your local branch

We have offices in various regions across the UK.

Answering your questions

Have a question about our wealth management offering and services? We're here to help 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 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.