Who we serve

Who we serve

Pursue what matters to you with the world’s finest wealth experts by your side*.

Financial services for your individual needs

At UBS, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.

To make the right choices you need to ask the right questions. Together we can discover new opportunities to pursue the future you want for you and your family.

At UBS, we take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions.

Prepare for the future, address unique challenges and achieve ambitions together.

We understand how women want to invest – enabling you to take control of your financial future.

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

Family Office and UHNW

Are you an investor with institutional needs, a family office, or an ultra high net worth individual seeking a truly global partner?
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Financial intermediaries

We offer a wide range of products and investment services designed for the unique needs of professional service firms and financial intermediaries.

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 Global Private Bank" for the eighth time and "Best Private Bank in Asia," PWM/ The Banker Global Private Banking Awards 2023. (November 2023). Eight gold Brandon Hall Excellence Awards across four categories –Learning and Development, Leadership Development, Talent Management, and Sales Performance – in 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.

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Together, we can help you pursue your goals.

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