Individual and family wealth management
Turning possibilities into a plan—for you, your family and the world
To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking. Bring us your challenges and ambitions. Together, we’ll make it happen.
Planning
Learn more about our proactive planning approach and experienced professionals.Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.
Learn moreInvesting
Learn more about the wide range of investment approaches and opportunities at UBS.Investing intelligently to provide for your needs and help you reach your goals.
Learn moreBanking
Learn how savings, cash management and lending can work together for your goals.Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.
Learn moreGiving
Learn more about how UBS can help your gifts make the most impact.Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.
Learn morePrivate Wealth Management
Learn how UBS helps prominent individuals and families like yours pursue their goals.For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
Learn more
Our approach
Our approach
UBS Wealth Way
Our approach is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that’s important to you.
Driving change
Driving change
The future in view
The way we invest is changing. Sustainability entering the mainstream signals a paradigm shift with significant investment opportunities.
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