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.

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    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.

    Financial intermediaries

    Professional services

    Lawyers and accountants

    Charities

    Investment management for 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.

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    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.

    Log in to e-banking UK (existing clients only)

    Quotes

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

    Go to UBS Quotes (existing clients only)

    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.

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    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.

    "We align our investments with your values and life goals, using a liquidity, longevity, legacy framework. This approach ensures that you are well prepared to face the challenges ahead, whatever the forces at play."

    Eva Lindholm, Head of Wealth Management UK & Jersey, UBS

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    Let's talk

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

    Get in touch

    Find your local branch

    We have offices in various regions across the UK.

    Find your nearest UBS office

    Answering your questions

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

    Find the answers

    1 Euromoney Private Banking and Wealth Management Survey 2019: Global Results

    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.