What if I live to 100?

Do I have the right plan?

What if I live to 100? Do I have the right plan?

Life in later years is changing. You may want to remain hands on. Take a step back. Or pursue other passions. As time goes by, you might need to reconsider your financial plan. It’s never too early to start planning for your future. So it's good to know you'll have support from our experts straightaway, helping you create a strong and flexible plan. And as time rolls by, you'll keep receiving advice and solutions to meet your changing needs.

Questions to ask yourself

To ensure your financial plan is the best it can be, it pays to start early. But there’s a lot to think about. Start by asking yourself these three questions:

Questions to ask yourself

84%

of people expect future events to be positive, even when they only remember 69% of past events as positive.*

What should I consider when planning for tomorrow?

Our services embrace most of the major milestones you'll face. These include passing on your wealth to the next generation, retiring, protecting yourself and your loved ones, and relocating somewhere new. UBS Wealth Planners can help you with your journey through life.

How can I be sure my wealth will reach the right people?

We can help protect and transfer your assets smoothly to the next generation. Succession planning, secure corporate trustees, and trusts are just some of the services we provide.

How can I help make the world a better place while putting my wealth to work?

Our global teams can advise and support you on every aspect of philanthropy, giving to charities, and values-based investing. And we'll help you achieve your philanthropic goals in a financially rewarding way.

Questions to ask yourself

90%

of billionaire fortune were not preserved beyond first and second generations.**

How can wealth management help?

Very simply, we help you put a plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.

And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.

Our service

Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.

We'd like to meet you

Come and see us so we can start working towards your future.

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.

*Source: Dan Gilbert, Professor of Psychology at Harvard University, in a study commissioned by Prudential.

**UBS/PWC Billionaires report 2016