Connect

Joining the dots to drive change for a better world.
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our Connect story

Which way? 
My way.

Which way? 
My way.

By combining the very best of our digital capabilities with over 160 years of wealth management expertise and insights, we’ve moved investing into the twenty-first century.
Read the full article
Picture of an iPad
USD billion in assets
1
reached just
six months after launch
USD billion in assets
3
reached in under
a year
more than
4,500
clients used solution
by 31 December 2021
over
1,700
portfolio adjustments
made by clients
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...this and other great achievements done while we were...

Hybrid working

During the first lockdown we started having a team huddle every morning and have kept it post return to office to make sure no one feels left out wherever they’re working.
Being forced to work from home certainly opened our minds to alternative ways of working.
There’s definitely a balance to be struck between flexibility and retaining some structure.
I had to learn to trust my team in a way that I didn’t have to consider before.
During the first lockdown we started having a team huddle every morning and have kept it post return to office to make sure no one feels left out wherever they’re working.
Being forced to work from home certainly opened our minds to alternative ways of working.
There’s definitely a balance to be struck between flexibility and retaining some structure.
I had to learn to trust my team in a way that I didn’t have to consider before.
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...with a focus on clients,
as always...

Remote
Sales & Advice

Remote
Sales & Advice

When the world went virtual, our meetings with clients did too.
Read the full article to see how we deal with remote advice

How it works?

1
Call us or arrange a call-back to set up an appointment.
2
We confirm the appointment by phone and answer any initial questions
3
You will receive a Zoom link to the consultation via email.
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...using technology as
an enabler...

Transformation for the firm, 
transformational for clients

Picture of Mike Dargan
Increasingly, agile will be an essential tool to deliver on our client promise of a personalized, relevant, on-time and seamless experience.
Mike Dargan
Chief digital and information officer
For employees, agile means moving away from traditional forms of governance, to create a more flexible, more productive firm.
Stefan Seiler
Group head of human resources
Picture of Stefan Seiler
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...for us, business also happens in
entertainment venues...

UBS Arena

To thrill fans and support the community
Shows the construction for the UBS Arena
Was designed and built in accordance with the strictest environmental, sustainability and energy standards.
Shows the completed UBS Arena building.
Ten thousand jobs were created during construction, with plans in place for 30 percent of permanent jobs to go to residents of its surrounding neighborhoods.
Shows the UBS Arena from the inside.
Thirty percent of construction funds were earmarked for state-certified minority and female-owned businesses.
Read the full article to learn how we prepared to open the doors of UBS Arena – despite challenges that the pandemic put in the way
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...partnerships are a big part
of what we do...

Connecting Mount Fuji 
to the Matterhorn

This joint venture is the first between a global financial group and a domestic trust bank in Japan.
Read the full article to see how we’re continuing to expand and make strategic moves
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How we empower
and inspire.