About us

About us

UBS Wealth Management has extensive experience managing the wealth of individuals, families, entrepreneurs and executives.

In Jersey we have been established since 1979 and deliver a complete wealth management service to private clients and trustees. This local, bespoke service is backed by the global network of resources and know-how of one of the world’s leading financial institutions.

Our wealth management specialists work closely with experts from our investment banking and asset management businesses, giving our clients access to the latest research and industry-leading investments. Our Financial and Wealth Planning teams also offer solutions in areas such as tax planning and structuring, succession planning, retirement planning and investment planning.

Where can you find us?

We're conveniently located in Saint Helier, in the centre of the Jersey Financial Services district.

Address:

1, International Finance Center
St. Helier
JE2 3BX

Telephone:

+44-1534-701 000
How to find us

UBS Wealth Management across the globe

We offer both affluent individuals and institutions around the world a comprehensive range of advice and investment services. We use our combined expertise to help turn your financial vision into a reality.

With offices in over 45 countries on 5 continents, our size, strength and 150 year history helps us to achieve global reach, while our local knowledge means that we can offer a personal and bespoke service to meet all your needs.

Award-winning performance

Putting you first often puts us first. UBS wins numerous prestigious awards around the globe every year that reflect our dedication to serving our clients.

View awards
Award-winning performance

Useful Information

    Standard Terms and Conditions for Conducting Accounts

    Please click on the document below for a copy of our terms and conditions that are valid until 30 September 2022.

    Terms and conditionspdf, 616 KB

    Please click on the document below for a copy of our terms and conditions that are valid from 1 October 2022.

    Terms and conditionspdf, 602 KB

    We’d like to meet you

    Come and see us so we can tell you more about us.

    The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

    UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

    UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.