Wealth means something different to all of us. At UBS, our commitment isn’t just to protect and grow your wealth. It’s to create an investment solution tailored to you.
Together, our wealth planners can craft a way for you to live the life you want – today, tomorrow and for generations to come.
We've been helping our clients right across the region with their finances for decades. Our wealth planning experts can help you draw up a financial plan that’s flexible and tailored to suit your financial goals.
Why should you start wealth planning
Ensure smooth and efficient wealth transfer to your intended loved ones
Create sufficient liquidity for to meet potential liabilities relating to estates
Avoid surprises and potential disputes for your family
Why choose UBS for wealth planning
With decades of experience in wealth planning and financial advice in the region, our UBS wealth planners have the expertise to create a flexible and adaptable plan tailored to your financial goals and aspirations.
Our comprehensive wealth planning and financial planning solutions set us apart. Whether you’re looking to create a succession plan, or need support with financial planning and advice for specific life stages, we’ll address your needs in the best way possible.
Our Service
Our service includes:
- Strategic wealth planning: Growing, protecting and transferring your wealth.
- Succession planning: Advising you on drawing up succession plans.
- Wealth planning solutions: Including insurance referral services and trusts.
Your wealth planning benefits at a glance
Sound wealth planning advice
Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.
Insights and expertise
Our investment products and service experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.
Flexibility
We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.
Tailored financial planning
Our client advisors can guide you through a structured financial planning process to create an individualized plan that's based on your goals, values, and legacy. We always put your needs first and work to give you the confidence to pursue the financial future you envision.
Nurturing long-term relationships, together
Nurturing long-term relationships, together
We’re with you and your family no matter what’s happening throughout the world. We provide a dedicated focus on your unique goals, for this generation and those to come.
Connecting you locally and thinking globally
Connecting you locally and thinking globally
We take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions.
Guiding you through opportunities and challenges
Guiding you through opportunities and challenges
We've proven our resilience with more than 160 years of experience in an ever-changing world. And we continue to demonstrate our leadership among the largest global banks.
Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
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.
