We’re committed to understanding what wealth means for you. Because it means something different to all of us.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.
UBS Wealth Way
UBS Wealth Way
Financial planning for your life projects.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Planning
Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.
Investing
Work with a UBS Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.
Financing
Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Explore our financing and lending solutions and manage your short- and long-term liquidity needs.
Passion and networks
Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.
Individuals and families
Individuals and familiesTogether we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.
Learn more on Individuals and familiesWomen: empowered
Women: Empowered.We understand how women want to invest – enabling you to take control of your financial future. We help you protect and grow your wealth.
Learn more on Women’s WealthYour entrepreneur advantage
Your entrepreneur advantageWhether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.
Learn more about Entrepreneurs
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.
