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What we offer

Addressing all dimensions of your wealth is our craft

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We’re committed to understanding what wealth means for you. Because it means something different to all of us.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.

UBS Wealth Way

Financial planning for your life projects.

Explore our services and solutions

At UBS, our priority is to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.

 

Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.

  • Wealth planning
  • Family advisory
  • Next generation and succession planning

Work with a UBS Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.

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

Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.

  • Philanthropy
  • Art
  • Entrepreneur and executive networks
     

Financial advice for your individual needs

At UBS, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.

Why UBS is your right partner

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

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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.

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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.

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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.

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* UBS AG, parent company of UBS Asesores México, S.A. de C.V. was rewarded "Best Global Private Bank" for the eighth time and "Best Private Bank in Asia," PWM/ The Banker Global Private Banking Awards 2023. (November 2023). Eight gold Brandon Hall Excellence Awards across four categories –Learning and Development, Leadership Development, Talent Management, and Sales Performance – in 2023.

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.

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Together, we can help you pursue your goals.

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