Wealth means something different to all of us. At UBS, our commitment isn’t just to protect and grow your wealth. It’s to create an investment solution tailored to you.
Together, our wealth planners can craft a way for you to live the life you want – today, tomorrow and for generations to come.
We've been helping our clients right across the Nordic region and neighboring countries with their finances for decades.
With decades of experience in wealth planning and financial advice, our Wealth Planning team will help you structure your personal and business finances in the right way, and put you on track for achieving your goals.
Our comprehensive wealth planning solutions set us apart. Whether you’re looking to create a succession plan, reduce your inheritance tax exposure, or need support with finding the best legal and optimized structure for your assets, we’ll address your needs in the best way possible.
Everything starts with getting to know you. Together you and your client advisor will identify your financial goals and priorities using our UBS advisory approach. With the help of a wealth planning advisor, you’ll agree a plan that fits for today or for where you want to be in the future.
Your client advisor is your access point to our wide range of wealth management services and our global network of investment and product specialists. Together, they’ll make your plan a reality.
Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.
Wealth planning advisory
There’s no 'one size fits all' when it comes to wealth planning. We’ll meet with you to discuss your current goals, requirements and financial situation. With these insights, we can advise you on where we see potential to improve your wealth management plans and explain how these opportunities could make an impact on your financial situation.
Perhaps you’re considering passing on your wealth to loved ones or simply looking to reduce your inheritance tax exposure. Or maybe you're thinking about where to establish a business or family office. Whatever your needs, we’ll work with your tax and legal advisors to address them in the best way possible.
Sound wealth planning advice
Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.
Insights and expertise
Our investment products and service experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.
Flexibility
We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.
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 provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
UBS Europe SE, Luxembourg branch
