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Creating your total wealth solution.Great investment advice doesn’t exist in a vacuum. Our investment services take into account all your financial needs, from wealth to investing to banking. We call this your total wealth solution.
We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan.
Then we create your investment strategy. Finally, we offer you access to our bank services, which include lending or philanthropy advice.
Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.
Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.
We offer financing options like mortgages and lending, as well as services for pensions and trusts and foundations, so you can find everything you need in one place. You can also get advice on philanthropy and sustainable investment.
Our services are aimed at:
with important assets and financial needs requiring a global approach, integrated planning and customised solutions.
with integrated needs ranging from growth, optimisation and business enhancement to financial investments and protection of personal wealth.
with more complex asset organisational needs which require asset structuring and optimisation solutions for succession purposes too.
Banks, Investment firms and Consulting firms licensed to provide investment services to their end clients We provide them with a highly evolved operational platform, an open architecture to select investments, dedicated solutions and a highly specialised team.
At UBS we know that our clients have very specific requirements that require tailored products and services.
Whether for your family, your business, or yourself, our priority is to deliver individual solutions that serve your needs at the right time. We believe in supporting your passions, whether for contemporary art, culture, or sports. And we’re committed to helping you realize your beliefs and ideals, for example through our leading philanthropy services.
Our in-house expertise delivering distinctive financial products and advice, combined with our extensive global network of premium and luxury services, give you access to solutions that are as individual as you are.
As a global financial firm with offices in over 50 countries, we give you access to the world's leading financial centers and offer a geographic diversification of your portfolio.
We offer a wide range of products and investment services on a highly evolved operational platform designed for the unique needs of professional service firms, banks, consulting companies and financial intermediaries.
Our offer is not limited to investment services and it can also meet the most demanding needs.