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Wealth management is our craft

Our leading wealth management insights and advice will help you pursue what matters to you most.

UBS Wealth Way

Financial planning for your life projects.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

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Access to our leading financial insights

Looking for the intelligence you need to power your wealth management goals?
Benefit from the insights of our award-winning Chief Investment Office.*

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

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.

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Together, we can help you pursue your goals.

Shareholder engagement and voting

UBS Wealth Management do not undertake AGM proxy voting on behalf of discretionary managed clients. You can find more information about our shareholder Engagement Policy, including how you can exercise voting rights attached to shareholdings in scope of EU SRD II on the link to the right.

Financial Services Compensation Scheme (FSCS)

Your eligible deposits with UBS AG are protected up to £85,000 per person and £85,500 for investments by the Financial Services Compensation Scheme, the UK’s deposit guarantee scheme. Any savings above this limit are unlikely to be covered. Find out more information visiting the links to the right.

UK ESG Sourcebook

The discretionary portfolio management activities of the Global Wealth Management division undertaken by UBS AG, London Branch are in scope of the UK ESG Sourcebook requirements. These in-scope activities are in substance undertaken by UBS AG in Switzerland.  The climate-related disclosures included in the Group Sustainability Report for UBS Global Wealth Management therefore also apply to UBS AG, London Branch. Please refer to the “Strategy,  “Governance”, “Risk Management” and “Metrics and Targets” sections of this report as applicable to Global Wealth Management for these disclosures.

Fraud Alert

Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organisation or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. UBS and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact UBS (or relevant bank) by telephone. If you are already a client, please contact your UBS or Credit Suisse advisor or contact UBS on +44 20 7567 8000. Further advice on staying safe online can be found at