UBS – your partner

Adding global scale to local knowledge

We’re more than just a bank. We’re your financial partner.

As the world’s leadingonly truly global wealth manager, stability and dependability have been our defining strengths for decades. We've been leading in industry innovation for more than 160 years and we consistently win top industry awards.

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Together, we can help you achieve more.

Globally connected, locally active:
UBS Wealth Management in the UK

In 1999, we established our presence in the UK. Today, we have a network of regional offices and teams that ensure fast and reliable access to our specialists.

More than 130 client and investment advisors serve over 15,000 clients across the UK. In addition, we have over 70 investment product and service professionals, including wealth planning specialists, who are focused on delivering UK tax-efficient solutions, tailored to your goals.

For our international clients, our client advisors speak over 20 different languages.

You deserve real expertise:

How we work with you

Everything starts with your client advisor who will give you and your family access to our wide range of wealth management services and global network.

In our latest client survey1, 90% of respondents said their advisor was accessible and responsive whenever needed, and 87% said their advisor understands their financial goals and situation.

Your advisor uses these deep insights into your financial needs to make the right global capabilities and resources available to you. This includes our Chief Investment Office (CIO) and investment and product experts, from lending and mortgage specialists to foreign exchange, fund and investment specialists and wealth and financial planners.

With these tools and resources at the ready, we’re able to deliver the best for your personal portfolio.

Globally connected

Our approach: UBS Wealth Way

The world is becoming more and more unpredictable. With markets moving faster than ever before, it can be hard to know where to focus your attention. Our approach can help you manage risks and take advantage of opportunities.

It all starts with getting to know you. Together we’ll identify your priorities and work out a plan – one that fits for today or for where you want to be in the future.

Step 1 Identifying your values and objectives

The first step is to try to understand you. We look at your financial situation, which helps us understand the risk you’re able to take. We look at your financial goals, which define the returns you require. We look at your financial personality, which dictates the risk you’re willing to take. And finally, we look at your values and interests, which reveal the type of investments and opportunities you may wish to consider. Taking these points into account, we ask five questions to guide us in finding the right investment strategy for you:


What do you want to accomplish in your life?


Who are the people that matter most to you?


What do you want your legacy to be?


What are your main concerns?



How do you plan to achieve your life’s vision?

Building a financial plan with the Liquitidy. approach


To provide cash flow in the short term to help maintain your lifestyle

Building a financial plan with the Longevity. approach


For longer-term needs to help improve your lifestyle

Building a financial plan with the Legacy. approach


For needs that go beyond your own to help improve the lives of others

Step 2 Building your financial plan

The second step is to turn your goals into a plan. Our Liquidity. Longevity. Legacy.* planning approach is a systematic way of making your goals more tangible and identifying the investment strategies you should consider. A Liquidity strategy is designed to fund expenditures and meet liabilities for the next two to five years. A Longevity strategy helps you meet your financial goals for the remainder of your lifetime. And a Legacy strategy is for assets in excess of what you need to meet your lifetime objectives.

Step 3 Choosing an investment strategy

The third step is to set you up with an investment strategy that will help you achieve your financial goals and stick to your plan. Our standard global strategic asset allocation—designed for investors who seek a balanced approach to protecting and growing their wealth over time—aims to efficiently generate returns for a target level of risk over the course of an economic cycle. It benefits from diversification across regions, and invests in traditional liquid asset classes such as bonds and equities, as well as alternative asset classes like hedge funds. But we also have other strategies depending on investor goals and preferences:

Global strategic asset allocation

Ultra high net worth/ institutional style

Systematic allocation

Sustainable investing

Equity model portfolios


Customised solutions

Now we understand your dreams, ambitions and needs – investing right could help you meet or even exceed them. Our experts will support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.

We also provide advice beyond investing. Dedicated teams support your specific needs, whether they relate to family offices, charities, intermediaries, entrepreneurs or independent financial advisors.

World-class research to power your investments Our Chief Investment Office (CIO)

Established in 2011, the Chief Investment Office has been a key part of UBS Global Wealth Management’s aim to bring institutional quality advice to our private wealth clients. The team identifies and communicates investment opportunities, as well as market risks to support you in preserving and growing your wealth.

CIO is locally active and globally connected with one investment view - the UBS House View - driven by 200 investment specialists around the world in 11 key financial hubs with 24-hour analysis.

Our Chief Investment Office has twice been named World’s Best Chief Investment Office in a Private Bank in the PWM/ The Banker awards since the category was created in 2021. 

In the UK, our local CIO team research UK assets and help local advisors apply their research and investment views to your portfolio.

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.