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UBS advisory approach

Financial planning for your life projects.

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Benefit from our advisory approach

With UBS advisory approach, you can look to the future with confidence and respond flexibly to changes.

  • Set goals in life
    Together we find out what your short- and long-term goals are in life.
  • Work out a plan
    We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.
  • Carry out a "check-up"
    We make sure you are still on track once a year or if any major changes occur in your life.

Our three key advisory approach strategies

During our consultation, we’ll jointly determine three strategies: Liquidity, Longevity and Legacy. We’ll then structure your individual wealth plan so you can achieve your short- and long-term life goals.

Liquidity

Liquidity for today

You always have enough liquidity to maintain your current lifestyle, for example:

  • Entertainment and vacations
  • Tax payments
  • Safety margin
Longevity

Longevity for tomorrow

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, for example:

  • Retirement security
  • Expenses for health and long-term care
  • Purchase of a second home
Legacy

Legacy for others

You define what is important to you and how you want to help future generations or society, for example:

  • Legacy for your family
  • Philanthropy
  • Wealth transfer to future generations

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

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* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Australia - Best International Private Bank’ - Euromoney Private Banking Awards 2024

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.
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