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Your entrepreneur advantage

Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Get the entrepreneur edge

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    From entrepreneur to investor

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        I needed to go out and breathe in the entrepreneurial spirit.

        Henrik Stamm Kristensen, CEO of Blendhub and UBS Growth Entrepreneur Network member

        Professional team discussion

        Our entrepreneur and executive networks

        Solutions for your entrepreneur journey...

        Our experts are by your side for every stage of your business.

        Every entrepreneur experience highs and lows when launching a new business, even if they follow a thorough plan.

        The right business insights are a priceless asset that will help you make sense of the big picture.

        Having the right financial partner can give you a truly competitive advantage.

        We bring our know-how and expertise to the table, working with you to put the best plan in place from the start.

        So you can answer these questions:

        Do I have the right plan? How do I manage cash flows? Can I take the risk?

        Our solutions

        • Wealth Planning
        • Global research, publications and insights
        • Entrepreneur and executive networks

        Planning to grow your business? You’re close enough to your business to know where you want it to go.

        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?

        We can help you see your options from a different perspective.

        Our solutions

        • Financial planning and advice
        • Corporate finance and advisory services
        • Industry Insights: Expert advice, current business trends, business sentiment insights from peers
        • Entrepreneur and executive networks

        Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it.

        Deciding what's best can be complicated, so having the right advice from a trusted partner can make all the difference.

        Our UBS team can help you get things ready for the next chapter.

        Our solutions

        • Financial planning and advice
        • Family advisory
        • Trusts and foundations
        • Networks & Connections

        Most highly driven entrepreneurs find it hard to pass on their business.

        Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor.

        We help you find the right balance when planning this very personal transition.

        Our solutions

        • Financial planning and advice
        • Family advisory
        • Trusts and foundations

        ... and for your private wealth

        We can help you pursue what matters to you most – with confidence. 

        Investing

        How much risk should I take?

        How much return do I need?

        Which investments meet my needs?

        Our advisory solutions

        • Investment solutions (Discretionary and Advisory)
        • Access to dedicated specialists and UBS Wealth Way
        • Portfolio construction, simulation and monitoring
        • Global research, publications and insights
        • Access to direct investments    

        For illustrative purposes only. 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.

        Insights for entrepreneurs

        You know your business best. But are you too close to see the bigger picture? Get the insights and expertise you need to identify opportunities and grow.

        • Three ways to invest your lump sum

          • Financial Planning, Life Events, Legacy, Inheritance, Small Business, Taxes, Trusts, Wills, Featured articles US, UBS wealth way, Executives and entrepreneurs, Liquidity, Longevity, Legacy
          • 29 Jun 2021
          • 7 min read

          Making you aware of strategies to deal with your lump sum and avoid the most common pitfalls.

        • Three steps to a more sustainable and profitable business

          • Global, Sustainable Investing, Environment, Social and Governance (ESG), Business, Supply and Sustainability, Sustainable and Impact, Health Care, Education Services, Sustainable investing, Executives and entrepreneurs
          • 14 Dec 2020

          Your three starting steps for building a more sustainable business begin here.

        Why UBS is your right partner

        Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

        UBS head quarters

        Globally connected, locally active

        As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

        Man in museum

        Excellence for the long term

        Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

        Woman in library

        Holistic advice with you at the center

        Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

        1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

        2 Based on publicly available data.

        3 UBS AG. See information on our latest ratings here

        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.

        Connect with us

        Together, we can help you pursue your goals.