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Wealth management is our craft
Our leading wealth management insights and advice will help you pursue what matters to you most.
UBS Wealth Way
Financial planning for your life projects.
Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.
Access to our financial insights
Looking for the intelligence you need to power your wealth management goals?
Benefit from the insights of our award-winning Chief Investment Office.*
* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 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
Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
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.
Order execution policy
Order execution policy
Our conflicts of interest policy
Our conflicts of interest policy
Shareholder engagement and voting
Shareholder engagement and voting
UBS Wealth Management do not undertake AGM proxy voting on behalf of discretionary managed clients. You can find more information about our shareholder Engagement Policy, including how you can exercise voting rights attached to shareholdings in scope of EU SRD II on the link to the right.
Financial Services Compensation Scheme (FSCS)
Financial Services Compensation Scheme (FSCS)
Your eligible deposits with UBS AG are protected up to £85,000 per person and £85,500 for investments by the Financial Services Compensation Scheme, the UK’s deposit guarantee scheme. Any savings above this limit are unlikely to be covered. Find out more information visiting the links to the right.
UK ESG Sourcebook
UK ESG Sourcebook
The discretionary portfolio management activities of the Global Wealth Management division undertaken by UBS AG, London Branch are in scope of the UK ESG Sourcebook requirements. These in-scope activities are in substance undertaken by UBS AG in Switzerland. The climate-related disclosures included in the Group Sustainability Report for UBS Global Wealth Management therefore also apply to UBS AG, London Branch. Please refer to the “Strategy, “Governance”, “Risk Management” and “Metrics and Targets” sections of this report as applicable to Global Wealth Management for these disclosures.
The Financial Conduct Authority’s Policy Statement on Sustainability Disclosure Requirements (SDR) and Investment Labels introduced four sustainability labels which can be used by UK manufactured investment funds which meet the criteria for a label. To see the investment products distributed by UBS AG London Branch, Global Wealth Management which use an SDR sustainability label, please refer to the list provided on this page.
To familiarise yourself with the sustainability characteristics of the products and to access the relevant product documentation, please go to QuotesMarket overview of Quotes.
Fraud Alert
Fraud Alert
Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organisation or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. UBS and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact UBS (or relevant bank) by telephone. If you are already a client, please contact your UBS or Credit Suisse advisor or contact UBS on +44 20 7567 8000. Further advice on staying safe online can be found at www.ubs.com/cybersafeCyber security.