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Wealth Management in United Kingdom

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Wealth management for entrepreneurs

Financial solutions and services for entrepreneurs who seek to grow, manage and preserve their wealth.

UBS supports entrepreneurs with an integrated strategy that connects your business decisions, personal wealth, succession and long-term family goals. 

Our approach brings together personal advice, global investment expertise, entrepreneur networks and structured wealth-planning solutions to support you from growth and financing through to exit preparation and preserving wealth across generations.

Is your wealth strategy evolving with your business?

For entrepreneurs, success often looks different from the inside. Your business and life move as one, and as success grows so do the questions around it. Your personal finances, family goals and business decisions are closely connected, from growth and financing to exit planning and life after a sale.

UBS understands this reality and supports you at every stage with local access to global expertise, from wealth structuring and diversification to managing risk, building long-term resilience and preparing for what comes next.

Grow your business

Early-stage and scaling

  • Is most of your wealth tied up in your business while you focus on growth?
  • Do you want to separate business and personal finances, manage concentration risk, and start building wealth outside the company?

UBS can help you structure ownership, diversify over time and keep enough liquidity for opportunities and shocks.

Sell your business

Preparing for a sale

  • Are you thinking about selling or passing on your business in the next few years?
  • Do you want to maximise value, understand the impact on your personal wealth, and be ready for what comes next?

UBS can help you plan the exit, structure the deal and align the outcome with your long-term goals, while preparing for life beyond the business.

Manage and transfer wealth

Life after an exit

  • Have you sold – or are you selling – your business and facing new choices?
  • Do you want to invest wisely, define your next chapter and support family or philanthropic goals?

UBS can help you move from concentrated business risk to a diversified portfolio, and build a clear plan for liquidity, longevity and legacy.

Stories from business owners like you

Scaling smarter

Learn how John turned rapid growth into long-term wealth

John was scaling his business fast, juggling funding decisions and new markets, while balancing the demands of growth with the wealth management opportunities that success created.

We helped him access specialist corporate finance advice, expert partners, and personalized wealth planning so he could make confident, strategic decisions at each stage of growth.

Exiting on her terms

Learn how Maria turned a business sale into a secure family future

Maria had built her company over decades and was ready to sell but wanted to protect her family’s future, preserve her wealth and exit on her terms.

We guided her through the sale with specialist advisors plus personal wealth and family planning, helping her maximize value and prepare for life after the business.

Building a lasting legacy

Learn how the Chen family turned one exit into generational wealth

After a successful exit, the Chen family wanted to secure their wealth, support their lifestyle and create a legacy for the next generation.

We worked with them to build diversified portfolios, plan retirement and succession, and set up family and Next Generation structures so their wealth could support future generations. 

Get your Entrepreneur Essentials guide

Entrepreneur essentials guide cover

Are you prepared for what’s next for you and your business? 

You’ve worked too hard to leave your next chapter to chance. Download our Entrepreneur Essentials guide and start turning your business success into a life and legacy you’ve actually designed. 

Insights for entrepreneurs

You know your business best. But are you too close to see the bigger picture? Get the insights and expertise you need to identify opportunities and grow.

The reality is your company is for sale

Start-ups are struggling to exit, but exploring how they might help acquirers boost sales can lead to future success, says serial entrepreneur Mert Iseri, Co-founder and CEO of 248.ai. 

Global Entrepreneur Report 2026

What’s guiding top business leaders’ decisions today and their plans for tomorrow? We asked 215 influential entrepreneur clients whom we support at every stage of their business development and lives.

Read the Global Entrepreneur Report 2026pdf, 4 MB

From entrepreneur to investor

Wherever you are in your entrepreneur journey, we can help you find the right investment strategies. Read our report for your to-do list to help active entrepreneurs stay prepared and avoid common pitfalls.

Download the to-do list for entrepreneurspdf, 252 KB

Our entrepreneur and executive networks

UBS connects entrepreneurs and executives with global experts and like-minded peers, opening doors across markets for the business edge and connections you need to succeed.

Partnerships open the right doors

Through our partnerships, we connect you to a powerful entrepreneurial ecosystem with networking, funding opportunities and expert support to help you grow.

Current partners include: 

  • Great British Entrepreneur Awards 
  • The UK Fast Growth Index 
  • Boardwave 
The Allica Bank Great British Entrepreneur award
Boardwave
UK Fast Growth Index

Ready to take your business to the next level?

You don’t need significant assets to begin the conversation – just an ambition to plan ahead. In fact, we recommend business owners engage with us two to three years before considering an exit.

Six questions entrepreneurs might ask

Wealth at every stage: from building and exit planning to life after the sale

Important Risk Information
The approaches described by UBS is not a promise or guarantee that wealth, or any financial result, can be achieved.
Your capital is at risk. All investments involve the risk of loss, including the risk of losing the entire investment.
Where our products or services are provided from outside the UK, some or all customer protections under the UK regulatory regime may not apply, and you may not be covered by the Financial Services Compensation Scheme.
UBS does not provide tax or legal advice. You should consult your independent tax and/or legal adviser, and accountant where appropriate, for specific advice before entering into or refraining from entering into any investments, structures, planning, services or other arrangements.

Risk associated with lending products:

  1. Your home and/or any assets used to secure your borrowing arrangement are at risk if mortgage repayments are not met. All mortgages are subject to status and credit approval.
  2. Where money has been borrowed to invest in a product, the investor could also lose the borrowed money. In this case, the investor will still be required to repay the borrowed amount and should therefore be able to withstand the loss of this borrowed money and meet their debt obligations.