What do you want to achieve with your financial investments? There could be so many different answers to this question, but they would all be around a single great goal: "to guarantee the financial capacity to carry out personal projects over time, leaving a legacy for the next generations".
Going beyond the short term allows you not to miss opportunities and avoid behavioral pitfalls.
In fact, since 1988, those who have been out of the market (S&P 500 index) on the best market day have lost 11% of their performance, and those who have exited during the best week have suffered a cost of 12%. But the interesting fact is that the best day was in the middle of the 2008 crisis and the best week in the spring of 2020, at the height of the pandemic.
In short, if tactics are important to defend portfolios, strategy is even more important. Which means being able to count on available resources and a clear short- and medium-term liquidity strategy, to deal with changes in plans and new objectives without mobilizing the resources invested in the long term.
UBS Wealth Way evolves the concept of financial advice. A proprietary and innovative approach that helps investors plan their wealth optimally, building clear and goal-based financial plans.
This awareness helps investors to stay focused on their financial goals even when, in times of uncertainty, they might fall into "behavioral traps" and make impulsive and rash financial decisions.
Asking the right questions helps us understand your current situation and your vision of the future, so that we can plan the best strategies together.
Asking the right questions helps us understand your current situation and your vision of the future, so that we can plan the best strategies together.
What do you want to accomplish in your life?
Who are the people that matter most to you?
What do you want your legacy to be?
What are your main concerns?
How do you plan to achieve your life's vision?
A real personalized financial advice starts from your goals and projects. With UBS Wealth Way, we translate your goals into financial strategies, so that you have enough liquidity to maintain your standard of living, funds available to finance your projects over time and the ability to pass on your wealth to future generations. Without neglecting any investments that have a positive impact on society.
The, based on our conversations and your goals, we draw up an individual plan according to 3 strategies of Liquidity, Longevity and Legacy.
