Wealth management is our craft
Our leading wealth management insights and advice will help you pursue what matters to you most.
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.
* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023
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.
Information on our conflicts of interest policy
You can find out more about our conflicts of interest policy here.
Shareholder Engagement and Voting
UBS Wealth Management do not undertake AGM proxy voting on behalf of discretionary managed clients. You can find more information about our shareholder Engagement Policy, including how you can exercise voting rights attached to shareholdings in scope of EU SRD II, here.
Financial Services Compensation Scheme
Your eligible deposits with UBS AG are protected up to £85,000 per person and £85,000 for Investments by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme.
Any savings above this limit are unlikely to be covered.
You can find out more information about the scheme, including the amounts covered and eligibility, by visiting the links below.
Fraud Alert
Fraud Alert
Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organisation or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. UBS and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact UBS (or relevant bank) by telephone. If you are already a client, please contact your UBS or Credit Suisse advisor or contact UBS on +44 20 7567 8000. Further advice on staying safe online can be found at www.ubs.com/cybersafeCyber security.