Long-term financial planning

Structure your wealth according to your needs

Our holistic financial planning is based on the UBS Wealth Way advisory approach and ensures that your assets are geared towards your needs, life goals and expectations – not just today, but also tomorrow and the day after.

Our financial advice

The process starts with a thorough analysis to make sure that you and your assets are well prepared for the future. Together, we’ll examine your goals and wishes, and review your current financial situation.

This includes the following topics:

  • Income and expenses
  • Assets and liabilities
  • Taxes and real estate
  • Marital property and inheritance law
  • Marriage and purchasing real estate
  • Making a career move and starting a business
  • Pension and retirement planning

Our advice – your benefits

  • Sensible wealth structuring based on your needs
  • Active support in planning your pension, succession and taxes
  • Specific financial planning just for women

Our experts are here for you – we look forward to speaking with you.

Your personal financial plan

Why do women need to plan their wealth differently?

Why do women need to plan their wealth differently?

Career breaks, more part-time work and higher life expectancy. We support women like you to plan their wealth independently and help them prepare for changes.

To Women’s Wealth

Do you want to invest strategically and build up your wealth?

Then you need to stay on course. We provide investment solutions that you can tailor to your exact needs and wealth.

To the investment solutions
Strategisch investieren und Vermögen aufbauen?

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: