Disrupt the status quo. Innovate for future success. Transform industries. Leave a lasting legacy.
Are you ready to invest in solutions that seek to capture these opportunities?
At UBS, we strive to help you cut through the noise and stay ahead of the curve, identifying important trends and new opportunities as they arise.
Sustainable investing*: Be in the now
Investing is our craft
We put you in the driver’s seat.
Client stories: Do these questions sound familiar?
The below stories are based on examples or potential scenarios, and do not represent actual clients.
Keep it in the family
Whether you have generations following in your footsteps or are charting a new course, every family is unique. Read how we can help families find new ground together.
- Are your children passionate about topics like clean air and water or empowering women in STEM, for example?
- Are you looking to find common ground with your children when discussing the future of your family wealth or family office?
Engaging children in the conversation
By working with the UBS Sustainable & Impact Investing team, UBS Financial Advisors can help clients explore:- How your family wealth or family office could help generate positive environmental outcomes
- Ways to align investments with themes, such as clean air and carbon reduction, water scarcity and the energy transition
- Investments with a focus on diversity and equality
Level up your mission
Whether you lead an organization, run a business or donate frequently to causes you care about, your investments may not reflect your mission. See how we can help clients align various aspects of their financial picture.
- Are you an avid philanthropist? Do you have a foundation dedicated to a specific cause, such as cancer research and treatment?
- Do you want to do more to support this cause, outside of your foundation's charitable distributions?
- Have you considered if your investments align with your mission?
Connecting philanthropy and investing
Together with the UBS Sustainable & Impact Investing team, UBS Financial Advisors can help clients:- Tilt investments toward specific themes of interest, like oncology or genetic therapies
- Invest in innovators and disruptors that are creating new technologies or improving access to solutions
- Pursue competitive financial returns in line with your investment objectives
What’s your next chapter?
Life changes can bring opportunities, whether you’re starting a new venture, selling a business or entering retirement. See how UBS can help support you through these changes.
- Have you recently become empty-nesters, for example?
- Are you looking to downsize and make some new investments with your extra cash?
- While you may be hearing about sustainability in other aspects of your life, have you considered sustainable investing?
Stepping into sustainable investing
By working with your UBS Financial Advisor and the UBS Sustainable & Impact Investing team, clients can:- Access new investment opportunities while continuing to manage risk
- Focus on growing their wealth while actively contributing to positive change
- Stay up-to-date on emerging trends with timely research from our Chief Investment Office
Why UBS: We’re in this together
We can help you navigate a rapidly evolving landscape with global research insights and education.
You can learn more about:
- Our long-standing sustainable investing framework and approach developed and maintained by our Chief Investment Office
- Sustainable investing views, including monthly and quarterly reports, podcasts and videos
- What sustainable investing is at UBS coupled with actionable insights and takeaways for investors
We have a comprehensive range of sustainable investing solutions you can choose from.
Your UBS Financial Advisor can help you identify:
- Solutions with a clear sustainability objective, such as those that invest in best-in-class or up-and-coming companies
- Solutions that seek to generate measurable, verifiable and positive outcomes for the environment and society
- Options that include mutual funds, exchange-traded funds, separately managed accounts and alternative investments
Your Financial Advisor has access to resources to help you create a customized portfolio that meets your needs and reflects what’s important to you.
You’ll have access to:
- Teams of investment professionals that help guide you every step of the way.
- Dedicated specialists to help you build or fine-tune your portfolio
- Investment solutions that can be tailored to your needs
Get in touch
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Become a UBS client
*This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.
Important information about sustainable investments: An increasing number of products and services are using terms or labels related to sustainable investments. However, industry standards and terminology related to sustainable investments will differ and are evolving. Therefore, you should carefully review the offering materials to understand why a particular product or strategy may or may not be classified as a sustainable investment and if their approach aligns with your goals and objectives. At UBS Financial Services Inc., we continue to develop our own standards and a framework for sustainable investing. However we do not review every product to determine consistency with our standards, nor do all products that we make available align with our approach. Your UBS Financial Services Inc. Financial Advisor can assist you in identifying products that we have reviewed and determined to be consistent with our standards.
At UBS Financial Services Inc., we serve as a distributor of sustainable investment strategies. We believe sustainable investment strategies should have an explicit focus on sustainability objectives or outcomes. Sustainable investments across geographies and styles approach the integration of environmental, social and governance (ESG) factors and other sustainability considerations and incorporate the findings in a variety of ways. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of ESG or other sustainability considerations. In addition, there is no guarantee that a product’s sustainable investing-related strategy will be successful.
The ability to implement the approaches to sustainable investing will depend on the product or service selected; they are not available for all products, services or accounts offered through UBS.
Additional considerations and risks: Sustainable investments across geographies and styles approach the integration of environmental, social and governance (ESG) factors and other sustainability considerations and incorporate the findings in a variety of ways. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of ESG or other sustainability considerations. In addition, there is no guarantee that a product’s sustainable investing-related strategy will be successful. Companies, as well as related investment strategies, face increasing risks associated with different and evolving industry and regulatory standards as well as public sentiment toward sustainable (ESG) and diversity (DEI) approaches; these risks include, but are not limited to, becoming the subject of investigations and enforcement actions, litigation, public boycott, and reputational harm.
Approval Code: 4899435. Expiration: 10/15/26