Wealth Management

Wealth management is our craft

Our leading wealth management services and insights will help you pursue what matters to you most.

We address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help you achieve your financial goals.

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Explore our solutions and services

At UBS, our goal is to address all dimensions of your wealth so we can deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.

Are you ready for the Year Ahead?

As we enter 2025, we look at key developments that will shape the next stage of this decade, including US political change, economic stimulus in China, geopolitical developments, and falling interest rates, as well as longer-term opportunities in transformative innovation.

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UBS Wealth Way

Financial planning for your life projects.

Strategies for your financial needs, tailored to your short and long term goals in life.

Explore UBS Wealth Way

Client stories

Get inspired by our clients’ success stories and learn how they are pursuing their purpose.

Learn more about clients' stories
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    We have a woman in the room!

    How Neşe Gök went from becoming Turkey's first female timber trader to running the family conglomerate.

  • Jakarta radical reinvention

    Radical reinvention: Sustainability & innovation

    How Haryanto transformed a troubled family business into a leader of innovation and sustainability.

  • Mansion in the dunes

    The renaissance of Bernardine Rosenthal

    How Bernardine used personal loss to reinvent herself “Wealth is not just what we have in our bank accounts”.

  • Bulldozer-on-a-beach

    Reimagining a 21st century construction industry

    How Pablo Castro seems to be close to realizing his dream to produce prefabricated sustainable housing.

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Learn more about clients' stories
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Access to our financial insights

Looking for the intelligence you need to power your wealth management goals?
Benefit from the insights of our award-winning Chief Investment Office.*

Explore more insights

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.

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

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 UBS AG Annual Report 2023.

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.