Our approach is based on the knowledge that your circumstances, and therefore your financial needs, are unique. You’ll experience that in your first meeting with us, you do most of the talking. This is because we want to understand your priorities and concerns, to know more about your business, investments, passions and family. But we also recognise that your needs will change over time. That’s why we want our relationship with you to continue to evolve, too. By truly understanding you, we can help you to achieve your goals and leave the legacy you want.
Specialist knowledge delivered in the way you prefer
Whether you prefer to delegate the day-to-day management of your portfolio to us, or to take all investment decisions yourself and draw on our advice when needed… You choose the service model that best fits your needs. Our Swiss-based specialists, well trained in cross-border aspects and can also advise on flexible, secure and reliable wealth planning products such as life insurance, trusts and private investment funds.
Insights to keep your portfolio on track
Whichever service model you opt for, you can be sure you will receive the best of our Chief Investment Office insights, which are based on inputs from more than 200 UBS analysts in 13 key financial hubs who monitor the markets 24/7. Your client coverage team rapidly translates these insights into any necessary changes to your portfolio.
Whether in the context of your family wealth, your business or your investments, we deliver the best of our knowledge to you. Seamlessly.
Share your priorities with us
Come and see us so we can find out more about what matters to 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.