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Your entrepreneur advantage

Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Get the entrepreneur edge

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      From entrepreneur to investor

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          I needed to go out and breathe in the entrepreneurial spirit.

          Henrik Stamm Kristensen, CEO of Blendhub and UBS Growth Entrepreneur Network member

          Our entrepreneur and executive networks

          Solutions for your entrepreneur journey...

          Our experts are by your side for every stage of your business.

          Every entrepreneur experience highs and lows when launching a new business, even if they follow a thorough plan.

          The right business insights are a priceless asset that will help you make sense of the big picture.

          Having the right financial partner can give you a truly competitive advantage.

          We bring our know-how and expertise to the table, working with you to put the best plan in place from the start.

          So you can answer these questions:

          Do I have the right plan? How do I manage cash flows? Can I take the risk?

          Our solutions

          • Wealth Planning
          • Global research, publications and insights
          • Entrepreneur and executive networks
          • Venture & Growth Solutions

          Planning to grow your business? You’re close enough to your business to know where you want it to go.

          Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?

          We can help you see your options from a different perspective.

          Our solutions

          • Financial planning and advice
          • Corporate finance and advisory services
          • Industry Insights: Expert advice, current business trends, business sentiment insights from peers
          • Entrepreneur and executive networks

          Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it.

          Deciding what's best can be complicated, so having the right advice from a trusted partner can make all the difference.

          Our UBS team can help you get things ready for the next chapter.

          Our solutions

          • Financial planning and advice
          • Family advisory
          • Networks & Connections

          Most highly driven entrepreneurs find it hard to pass on their business.

          Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor.

          We help you find the right balance when planning this very personal transition.

          Our solutions

          • Financial planning and advice
          • Family advisory
          Merger and acquisition advisory

          M&A Mid-Cap - France

          La banque d'affaires des entrepreneurs

          ... and for your private wealth

          We can help you pursue what matters to you most – with confidence. 

          Investing

          How much risk should I take?

          How much return do I need?

          Which investments meet my needs?

          Our advisory solutions

          • Investment solutions (Discretionary and Advisory)
          • Access to dedicated specialists and UBS Wealth Way
          • Portfolio construction, simulation and monitoring
          • Global research, publications and insights
          • Access to direct investments    

          For illustrative purposes only. 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.

          Insights for entrepreneurs

          You know your business best. But are you too close to see the bigger picture? Get the insights and expertise you need to identify opportunities and grow.

          • Three ways to invest your lump sum

            • Financial Planning, Life Events, Legacy, Inheritance, Small Business, Taxes, Trusts, Wills, Featured articles US, UBS wealth way, Executives and entrepreneurs, Liquidity, Longevity, Legacy
            • 29 Jun 2021
            • 7 min read

            Making you aware of strategies to deal with your lump sum and avoid the most common pitfalls.

          • Three steps to a more sustainable and profitable business

            • Global, Sustainable Investing, Environment, Social and Governance (ESG), Business, Supply and Sustainability, Sustainable and Impact, Health Care, Education Services, Sustainable investing, Executives and entrepreneurs
            • 14 Dec 2020

            Your three starting steps for building a more sustainable business begin here.

          Why UBS is your right partner

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

          UBS head quarters

          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.

          Man in museum

          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.

          Woman in library

          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.

          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.

          Connect with us

          Together, we can help you pursue your goals.