Three ways to invest your lump sum
Making you aware of strategies to deal with your lump sum and avoid the most common pitfalls.
Get the entrepreneur edge
Video Player is loading.
From entrepreneur to investor
Our entrepreneur and executive networks
Solutions for your entrepreneur journey...
Our experts are by your side for every stage of your business.
Manage my business
Every entrepreneur experiences highs and lows when managing their 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 and support you along the way.
Our solutions
- Financial planning and advice
- Wealth planning
- Family governance
- Global and Industry Insights: Expert advice, current geopolitical and business trends, business sentiment insights from peers
- Entrepreneur and executive networks
Sell my business
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
- Networks & Connections
Succession planning
You could still lead the company for years. That’s the perfect time to create a succession plan.
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
- Wealth planning and advice
- Family advisory
- Next generation and succession planning
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 steps to a more sustainable and profitable business
Your three starting steps for building a more sustainable business begin here.
-
Entrepreneur Compass
Challenges for the decade ahead
Financial advice for your individual needs
Why UBS is your right partner
Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.
1 UBS AG, parent company of UBS Asesores México, S.A. de C.V. was rewarded "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.
Connect with us
Together, we can help you pursue your goals.
