UBS Family Office & UHNW

Get the edge

Explore how we can help you reimagine the power of investing and hear from leading experts on the issues shaping the fast-changing global economic landscape.

Every client is unique. So are their needs.

Discover how we connect you with the best specialists offering expert advice, extensive resources and personalized services to fulfil your unique aspirations.

Creating a future that’s livable for all

Meet award-winning futurist Anab Jain who helps leading businesses envision fair and sustainable futures.

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Better not to forecast. Always to observe

Meet Robyn Grew,CEO Man Group, one of the world’s most powerful women in fund management

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Personalized investment and family wealth solutions

We understand your financial and personal goals and aspirations and deliver personalized solutions for your investments, your business, your family and yourself.

Explore this site to find out more about just some of the questions our team of global specialists can help you answer.

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How can my wealth create impact?

Creating impact is a personal matter which is defined by your individual goals, ambitions, and passions. We’re here to share insights on what your peers are doing and help you amplify your impact journey.

Strategic Asset Allocation: advice on diversification and investment strategy
Sustainable Investing: allows you to implement your priorities
Philanthropy & social impact: become even more impactful through exclusive events, global networks and dedicated education
Access to Global Visionaries: help outstanding impact entrepreneurs accelerate positive change
Billionaire Ambitions Report: get unique insights from UBS’ billionaire clients

How can I protect, grow and successfully transfer wealth?

Many of our clients want to know how to keep cohesive family bonds and make a positive impact on society, in alignment with their values.

We’re here to support you in developing your unique family strategy and the necessary governance tools so that you can achieve your goal of a lasting legacy.

Family governance advisory
Wealth planning and structuring
Family office setup advisory
Art advisory
Strategic philanthropy
Educational programs and global peer networks for private company owners, next generations, collectors and philanthropists

Do I need a family office?

The number of family offices is increasing across the world. We have the global expertise to help you professionally manage, consolidate and structure your family’s assets, finances and interests – from outsourced ‘virtual’ family office arrangements to a fully-fledged single family office.

Virtual Family Office solutions
Single Family Office setup advisory
Single Family Office professionalization advisory
Wealth structuring
Asset Servicing, global custody and consolidated reporting solutions
Family governance advisory

How can I access institutional insights and solutions?

For professional investors we provide an institutional ecosystem for family offices, entrepreneurs, and their businesses across all of UBS

We connect you with like-minded peers and recognized experts to exchange ideas, bring opportunities to life and make a real impact.

World-class capital markets platform with unrivalled access to liquidity and tailor-made solutions
Access to prime brokerage platforms and portfolio margin financing
Investment banking and corporate advisory franchise with profound sector and product knowledge
Deep expertise in sophisticated structured lending and financing

How can our expertise help you achieve your business growth and diversification goals?

We’re as passionate about your business as you are. With our institutional expertise we can help you achieve your entrepreneurial goals whether this means growing, expanding, diversifying or selling your business.

Deep sector and industry expertise, combined with leading advisory and execution capabilities
Individual solutions for corporate holdings and liquidity / liability management
Corporate finance origination and execution, including mergers & acquisitions, equity and debt finance
Unparalleled access to investors and corporate opportunities
Exclusive entrepreneur events and peer-to-peer networks

Our solutions

No matter how sophisticated your needs might be, we are ready to partner with you to create individualized solutions which help you grow and preserve your wealth

Family offices, institutional investors and entrepreneurs

Integrated solutions and seamless access to Wealth Management and Investment Bank expertise.

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Ultra high net worth individuals

Understanding your goals, challenges and ambitions is our guiding principle so we can help you to address all dimensions of your wealth

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Our leading insights

We’re uniquely placed to draw on our knowledge and experience to give our clients unmatched intelligence to inform their financial decisions. Explore our flagship reports for a unique window into the trends that promise to have a significant impact on the changing world of wealth.

Global Family Office Report 2023

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 230 of the world’s largest single family offices and covers a total net worth of USD 496 billion, with the individual families’ net worth averaging USD 2.2 billion.

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Billionaire Ambitions Report 2023

For the first time in nine editions of this report, new billionaires acquired greater wealth through inheritance than entrepreneurship. Our survey of 79 billionaire clients shows that heirs are likely to focus more on today’s major economic opportunities and challenges.

Read report