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 leading only 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.
UBS recognized again as a leading and truly global wealth manager
The Euromoney award for World’s Best Bank 2024 is a recognition of the breadth and quality of our bank’s overall offer and services.
You deserve real expertise:
How we work with you
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.
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.
1.
What do you want to accomplish in your life?
2.
Who are the people that matter most to you?
3.
What do you want your legacy to be?
4.
What are your main concerns?
5.
How do you plan to achieve your life’s vision?
Global strategic asset allocation
Ultra high net worth/ institutional style
Systematic allocation
Sustainable investing
Equity model portfolios
Yield-focused
Customised solutions
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)
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.