Wealth Planning
What does wealth mean to you?
You could still lead the company for years. That’s the perfect time to create a succession plan
You could still lead the company for years. That’s the perfect time to create a succession plan
We understand your wealth is not just made up of numbers. There's a lot more to it than that. That is why we approach the commitment we make to you every single day with a sense of responsibility.
Our goal is not just to invest, protect and grow your wealth over time.
We are committed to establishing a relationship of trust with you that lasts over time, far beyond numbers, data or graphs.
We want to be always by your side to find answers to your questions, and find tailor-made financial solutions to help you live your life the way you desire. Today, tomorrow and for generations to come.
For decades, we have been partnering with private clients, families and entrepreneurs in Italy
You will first meet your Client Advisor, your regular point of contact, who will be ready to guide you in your financial strategy and bring to you the full range of UBS's expertise.
You and your Client Advisor will delve deeper into your financial goals and priorities. Your sharing what you to want to accomplish for yourself personally and professionally, and for your family, is essential to working together. It will help us understand your situation and draw upon the relevant expertise from UBS.
Then we will share a financial plan tailored for you, and your current circumstances and future plans. The plan will have enough flexibility built into it to make all necessary changes over time.
A team dedicated to its your integrated planning needs
The UBS Wealth Planning team is dedicated to your needs of organizing your wealth for now and for the future. Our team, comprising experienced professionals in legal, tax, estate planning and fiduciary administration, is accustomed to meeting clients with significant private assets and collaborating with their trusted professionals (e.g. family offices, lawyers, notaries, accountants).
Our domestic team of experts will be there for you in Italy. You can also enjoy access to our global network of over 170 UBS Wealth Planners who have experience and familiarity with international regulations and procedures.
Our integrated planning solutions, so you're ready at every stage of your life
- Estate planning
- Succession planning
- Business life cycle planning
- Asset protection and private insurance advice
- Consulting and other services related to philanthropy
- Corporate governance and family governance
Expert advice
Benefit from an in-depth analysis of your goals, needs and overall financial situation. Your Client Advisor and our Wealth Planner will answer your questions and propose suitable solutions.
Flexibility
We create wealth solutions based on your specific needs. And if your circumstances or goals change, you don't have to worry. We will work with you to adjust your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking heritage, we give you the security and confidence you need to build a successful long-term relationship.
Insights and expertise
Over 70 UK-based investment products and solutions experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.
