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.
Explore our services and solutions
At UBS, our priority is to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.
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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
- Managed investment portfolioManaged investment portfolio
- UBS MyWay Advised investment portfolio
- Advised investment portfolioSustainable investing services
- Sustainable investing servicesSustainable investing services
- Alternative investmentsAdvised investment portfolio
- Life insuranceAdvised 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.
Financial advice for your individual needs
At UBS, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.
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: empoweredYour 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 on Your entrepreneur advantageFamily Office and UHNW
Family office and UHNWAre you an investor with institutional needs, a family office, or an ultra high net worth individual seeking a truly global partner?
Learn more on Family Office and UHNW
Why UBS is your right partner
Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.
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.
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Together, we can help you pursue your goals.