Wealth management

Your digital home of wealth with the personal touch you want.

Now you can benefit from the best of both worlds: As digital as you wish, as personal as you want – you decide.

Your new setup

Now you can benefit from the best of both worlds: As digital as you wish, as personal as you want – you decide.

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  • Comprehensive digital banking service for your convenience and independence
  • Manage your wealth 24/7
  • New features will be launched throughout 2024
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  • Handle your requests directly through an experienced Wealth Concierge Team supporting you as your first point of contact
  • Combined with a Wealth Advisor Team and specialists for your investment decisions
  • Available for you 8:00 a.m. – 6:00 p.m. CET Monday to Friday
  • Backed by a network of experts and specialists
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  • You will benefit from the support and services best aligned to your needs, enhanced by our digital offering

How will you benefit?

Putting you at the center. Benefit from our leading support and services, best aligned to your needs.

Your new Wealth Concierge Team of experienced client advisors will take care of all your wealth management needs supported by our wealth management experts and specialists. 

Greater flexibility

You will now be able to discuss your financial needs via telephone or video consultation between 8:00 a.m. and 6:00 p.m. CET from Monday to Friday.

Individual investment advisory

Wealth management services.

Your team can advise you on your portfolio or manage your assets as part of our award-winning solutions.

A longer-term view

We’ll contact you proactively to look at your investments and discuss the steps we can take together to help you plan, review and grow your wealth.  

Digital offering

Looking for round the clock convenience? Our digital tools give you 24/7 access to a whole range of wealth management services.

UBS WealthWay

With UBS Wealth Way, you benefit from our proven consulting approach. Your wealth is structured by means of three key strategies – liquidity, longevity and legacy. No matter what your goals in life are: with UBS Wealth Way, you always enjoy the good feeling that everything is taken care of.

Set goals in life

Together we find out what your short- and long-term goals are in life.

Work out a plan

We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.

Carry out a “check-up”

We make sure you are still on track once a year or if any major changes occur in your life.

Liquidity for today

Liquidity

Maintain your lifestyle

You always have enough liquidity to maintain your current lifestyle, for example:

  • Entertainment and vacations
  • Tax payments
  • Safety margin

Longevity for tomorrow

Longevity

Achieve personal goals

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, for example:

  • Retirement security
  • Expenses for health and long-term care
  • Purchase of a second home

Legacy for others

Legacy

Transfer wealth to future generations

You define what is important to you and how you want to help future generations or society, for example with:

  • Legacy for your family
  • Philanthropy
  • Wealth transfer to future generations

FAQ

Stay connected

Want to start a conversation?

We look forward to speaking with you.