Financial guidance for entrepreneurs

Drive your success with the leading wealth manager at your side every step of the way

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Why choose UBS

  • Need networks to grow your business?

  • Funding or exit: which stage are you at?

  • Why put all your eggs in one basket?

  • Want a global bank with local presence?

How we help entrepreneurs get to the next level

Growing your business

UBS combines global expertise with local knowledge and is present in all major financial centers worldwide. Our global reach with global connections is your gateway to new opportunities to grow your business and connect with peers. 

What's in it for you?

  • Access to senior management and tailored introductions
  • Investment banking, corporate finance and consulting services
  • Networks for growth companies and established businesses
  • Industry Insights: Expert intelligence, current business trends, business sentiment insights from peers
  • UBS events to present company and meet peers and experts
  • Connecting with UBS Technology Israel for potential collaborations related to fintech, security and automation

Selling your business

Thinking about selling your company? Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?

What's in it for you?

  • The UBS OneBank approach activates the full breadth of our internal networks to best handle the sale of your company, whether by M&A, IPO, match-making or block trades (for publicly traded companies only)
  • Networks for growth companies and established businesses, because the best ideas and guidance often comes from your peers

Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it. Our Wealth Management team can help you analyze the bigger picture to ensure you can enjoy the result of your efforts. See the next section for more about our approach and solutions.

A world of services to preserve and grow your wealth

UBS Wealth Way: our tailored approach to your financial needs

During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life. With UBS Wealth Way, you can look to the future with confidence and respond flexibly to changes.

  • Liquidity for today
    You always have enough liquidity to maintain your current lifestyle
  • Longevity for tomorrow
    You use your wealth for the long term to preserve your assets whilst achieving all your life goals
  • Legacy for others
    You define what is important to you and how you want to help future generations or society

Tailored investment and wealth planning solutions

  • Investment solutions (UBS Manage and UBS Advice)
  • Access to dedicated specialists, wealth planners and UBS Wealth Way
  • Portfolio construction, simulation and monitoring
  • Global research, publications and insights
  • Access to direct investments, private equity, specialized funds 
  • Sustainable and impact investing
  • Family services and family governance consulting
  • Next generation and succession planning

 

Get more out of your relationship with UBS

  • Specialized growth, industry and female networks
  • Access to private communities with like-minded peers like NextGen for your company succession needs
  • Worldwide events in arts, culture and sports
  • Philanthropy and art consulting*

* Kindly note that certain products and services are subject to legal restrictions and cannot be offered worldwide on an unrestricted basis.

When you need financial guidance

There are times in life where finances get complex. As a leading global wealth manager UBS has the experience to guide you across every stage of your financial journey, including being the caretaker of your legacy. At each stage, it’s important to make sure that you have enough money to be able to live the life you want.

Looking at long-term growth

The good news is, you’re succeeding. But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. You may be asking:

  • Who can help me with wealth planning?
  • When it comes to risk, am I investing with my heart or my head?
  • How do I put cash to work?

Complexity of wealth requires a professional point-of-view

Whether a windfall, an inheritance or a carefully planned liquidity event, a large infusion of wealth brings many opportunities and challenges. You need experienced guidance from a team of professionals to shape your plan. You may be asking:

  • Is it time to move on to new projects?
  • How do I manage my inheritance?
  • How do I diversify my investments with alternatives?
  • Life is complex, how can I plan for the future?

Becoming a serial entrepreneur

A successful exit often fuels the urge to start another business rather than retiring. It is important to make sure that you have enough money for the rest of your and your family’s life. You may be asking: 

  • What next?
  • Do I have the means to invest in other start-ups?
  • How can I build out my network?
  • Are there bigger opportunities elsewhere?

Retirement on your terms

Whether retirement is on the horizon or around the corner, you need a prudent plan. That means strategic investments, comprehensive health care and the confidence you’ll be covered throughout your retirement years. You may be asking:

  • Am I ready to retire, emotionally and financially?
  • Do I have enough saved?
  • Could I outlive my savings?
  • What about long-term care?

Your plan for the next generation

You have much to share with future generations. Consciously preparing family members to preserve your legacy starts with guidance and education. And empowering them to transition wealth requires personalized strategies. You may be asking:

  • How do I talk to my family about inheritance?
  • Who will assume future responsibility?
  • Is my estate in order?
  • How can I leave a legacy and a philanthropic impact?

Take your business to the next level

UBS Wealth Management services are designed to help grow and protect the assets of high-net-worth individuals who are eligible investors with financial assets above USD 10 million.

Eligible Investor ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

Existing clients are invited to directly contact their respective teams. Your request will not be forwarded.

Kindly note that certain products and services are a) subject to legal restrictions and cannot be offered worldwide on an unrestricted basis and b) tailored to specific clients and may not be available to all client type