Ultra high net worth individuals

We understand your goals, passions and ambitions and deliver individualized solutions for you and your family. Managing wealth is our craft.

Our UHNW solutions
Our leading insights
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Why UBS

Looking after your wealth demands time, dedication and passion.

As a leading and truly global wealth manager, present in every major market, we connect you with the best specialists to provide you with expert advice, resources and services to fulfil your personal aspirations.

Explore this site to find out more about just some of the questions our team of global experts can help you answer.

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Our UHNW solutions

Bespoke solutions, tailored advice and specialist expertise at your fingertips

Investment portfolio

We provide investment strategies and top-class services aligned with your goals. Our solutions are as follows:

Tailored investment solutions (Discretionary, Advisory)
Sustainable and impact investing
Selected investments (Hedge funds, Investment funds, Cash management)
UBS Asset Servicing
Post Trade Services
Performance and risk analytics platform

Services for professional investors

We provide services for investors with a high affinity for active trading and access to sought-after private companies. Our solutions are as follows:

Private markets: Direct investments and funds
Access to leading private companies worldwide
Private equity
Private debt
Real estate and infrastructure
Direct investments in the impact space

Corporate finance and advisory services

Our deep knowledge of financial markets combined with a global network of financing specialists across industries allows us to provide you with a comprehensive perspective to achieve your goals. Our solutions are as follows:

Support and advice across different stages of business maturity
Merger and acquisition advisory
Advice on privately negotiated transactions

Financing

We provide expertise and scale to enable uniquely flexible financing solutions which are as follows:

Lombard lending
Structured lending
Real estate financing
Aircraft financing
Alternative financing solutions

Family & Art Advisory, Philanthropy, Wealth Planning

We offer a wide range of consulting services and engagement opportunities for you and the next generation and support you in establishing and administering sophisticated asset holding and estate planning structures. Our solutions are as follows:

Family governance advisory
Legacy planning and implementation
Wealth structuring
Family office setup, review and governance
Next generation and succession planning
Strategic philanthropy
Art & Collecting

Exclusive insights, events and connectivity

Unlock the latest research insights, be it on family offices, wealth trends, entrepreneurship, art, philanthropy, women and investing, next generation and much more. Our offering includes the following:

Global research, publications and insights on the latest investment trends
Exclusive events and roundtables with peers
Connections with like minded-peers in private communities

Crafting your financial vision

Financial advice for what matters most to you

How can UHNW individuals use their wealth to create meaningful change?

Together with our clients, we aim to shift to an impact economy which accurately values social and environmental impact, and puts the future and wellbeing of children, societies and the planet at the heart of investment decisions and business growth.

We offer the following solutions:

Strategic Asset Allocation: advice on diversification and investment strategy
Sustainable Investing: allows our clients to implement according to their priorities
Philanthropy & social impact: creating even more impact through exclusive events, global networks and dedicated education
Access to UBS Global Visionaries: helping outstanding impact entrepreneurs accelerate positive change
UBS Billionaire Ambitions Report: unique insights from UBS’s billionaire clients

How can UHNW individuals safeguard, grow, and successfully transfer their wealth?

At UBS, we partner with our clients to help them nurture and protect their family over generations by setting up a family strategy and governance and tackling their unique family situation.

We offer the following solutions:

Family governance advisory
Wealth planning and structuring
Family office setup advisory
Art advisory
Strategic philanthropy
Educational programs and global peer networks for private company owners, next generations, collectors and philanthropists

Do UHNW individuals require a family office to manage their financial and investment needs?

A family office is a professional organization or private office that looks after the wealth and affairs of a wealthy family. We have the global expertise to help you professionally manage, consolidate and structure your family’s assets, finances and interests – from a virtual to a fully-fledged single family office.

We offer the following solutions:

Virtual Family Office solutions
Single Family Office setup advisory
Single Family Office professionalization advisory
Wealth structuring
Asset Servicing, global custody and consolidated reporting solutions
Family governance advisory

Our leading insights

We’re uniquely placed to draw on our knowledge and experience to give our clients unmatched intelligence to inform their financial decisions. Explore our flagship reports for a unique window into the trends that promise to have a significant impact on the changing world of wealth.

Global Family Office Report 2024

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 320 of the world’s largest single family offices and covers a total net worth of USD 608 billion, with the individual families’ net worth averaging USD 2.6 billion.

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Billionaire Ambitions Report 2024

This tenth-anniversary edition looks back over the report’s discoveries the past 10 years to identify the key developments in billionaire wealth. Our billionaire clients also contributed to the making of this edition: we asked them to give us their opinions about legacy, impact and investments for the third year in a row.

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