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At UBS, we realize that it’s a different world today. And for many investors, the road ahead isn’t clearly marked. That’s why we focus on delivering thoughtful, personalized advice and planning that is based on a deep understanding of you and your family. Our goal is to help you achieve financial well well-being today and for years to come.

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Our approach

UBS Wealth Way is an approach that incorporates three key strategies: Liquidity. Longevity. Legacy. Looking at your wealth in this way can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

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    How it works

    See how the three strategies help organize your financial life, and help put it into sync with your actual life.

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        What UBS clients say

        See how UBS clients are exploring what matters most—for today, tomorrow and for generations to come.

        Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

        Our digital experience

        Whether you simply want to check balances, transfer money, check progress against goals or read our latest insights, UBS offers the digital tools you need to stay on top of your financial life.

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            UBS Online Services

            A customized view of your accounts – with UBS and elsewhere – in one place. View portfolio reports, download statements and enjoy access to our exclusive Financial Tools.

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                UBS Financial Services App

                With our new app, you'll get a complete picture of your financial life and the tools to take care of the everyday–wherever that day takes you.

                Discover some of the ways we can help you

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                    My Total Picture

                    A convenient way to view balances from your various accounts - both inside and outside UBS - in one place to help you get a broad picture of your wealth.

                    Download factsheetpdf
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                    Financial Goal Analysis 

                    Assess the likelihood of meeting your goals/ If you have worked with your Financial Advisor to create a FGA, speak to them about obtaining access through the Online Services portal.

                    Download factsheet
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                        UBS Advice Advantage

                        Get practical ideas, make more informed decisions and help pursue your financial future in new ways, leveraging analytics on your portfolio right from your UBS Online Services homepage.

                        Download factsheetpdf
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                            Personal meets powerful

                            Advice and technology to help you reach your goals

                            The UBS Wealth Advice Center provides a powerful combination of human expertise and advanced technology to help you stay on track to reach your financial goals.