At UBS, we understand that wealth planning is unique to each individual. Our commitment goes beyond protecting and growing your wealth.
Together, our wealth planners can craft a way for you to live the life you want – today, tomorrow and for generations to come.
With decades of experience in wealth planning and financial advice in Germany, our UBS wealth planners have the expertise to create a flexible and adaptable plan tailored to your financial goals and aspirations.
Our comprehensive wealth planning and financial planning solutions set us apart. Whether you’re looking to create a succession plan, reduce your inheritance tax exposure, or need support with financial planning and advice for specific life stages, we’ll address your needs in the best way possible.
It all begins with understanding you. Together with your Client Advisor, we’ll work to define your financial goals and priorities through our UBS Wealth Way approach. With the added expertise of a Wealth Planning Advisor, we’ll develop a plan tailored to your present needs and future aspirations, turning your vision into reality.
Whether you’re an individual investor, entrepreneur or corporate executive, our advisors are ready to help. We have a wide range of services available to fit your current wealth situation.
Wealth planning advisory
There’s no 'one size fits all' when it comes to wealth planning. We’ll meet with you to discuss your current goals, requirements and financial situation. With these insights, we can advise you on where we see potential to improve your wealth management plans and explain how these opportunities could make an impact on your financial situation.
Perhaps you’re considering passing on your wealth to loved ones or simply looking to reduce your inheritance tax exposure. Whatever your needs, we’ll work with your tax and legal advisors to address them in the best way possible.
Financial planning services
Our decades of experience have given us a deep understanding of the financial impact of key life changes such as getting married (or divorced), buying a home, switching careers, building or selling a company and retiring.
Hence, we know that when it comes to financial planning, it’s essential to take these life moments into account. With our financial planners we can support you in defining your risk appetite, keeping you updated on legislative changes that may have an impact on your financial situation, and helping you maintain a sustainable income both now and in retirement.
Sound wealth planning advice
Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.
Insights and expertise
Gain top-notch insights and expertise from our German-based investment products and service specialists, including expert wealth planners, financial planning and wealth management professionals, and more.
Flexibility
We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.
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.
