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Financial advice for individuals and families

Let’s craft your unique plan.

At UBS, we take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions. As your wealth manager, we are with you every step of the way.

Solutions for your individual needs

Grand father and child

Family advisory

How can I preserve my wealth?

What do I want my legacy to be?

Our advisory solutions

  • Family governance consultancy
  • Next generation and succession planning
  • Life insurance
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How much risk should I take?

How much return do I need?

Which investments meet my needs?

Our advisory solutions

  • Investment solutions (Discretionary and Advisory)
  • Sustainable and impact investing
  • Access to dedicated specialists and UBS Wealth Way
  • Portfolio construction, simulation and monitoring
  • Global research, publications and insights
  • Access to direct investments


2 people inspecting the structure of a building

Private financing

How can I finance my property?

How does private jet financing work?

Our advisory solutions

  • Financing solutions across multiple strategies
  • Aircraft financing
  • Real estate financing
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Passion and networks

Can you advise me on art?

How can I give back to society?

Can I get access to exclusive events?

Our advisory solutions

  • Philanthropy advisory
  • Access to private communities with like-minded peers
  • Art advisory

My life goals

To make the right decisions you need to ask the right questions. Together we can discover new opportunities to pursue the future you want for you and your family.

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.

Explore UBS Wealth Way

Latest insights

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.

Connect with us

Together, we can help you pursue your goals.