Solutions for your entrepreneur journey
Our experts are by your side for every stage of your business.
Grow my business
Planning to grow your business? You’re close enough to your business to know where you want it to go. We’re close enough to our networks to get you there.
We can help you see your options from a different perspective
Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?
Even though each business is unique, many entrepreneurs face common challenges.
That is why working with the right experts and networking with peers who have had similar experiences can make the difference.
Our solutions
- Entrepreneur and executive networks for growth companies and established businesses
- Investment banking, corporate finance and advisory services
- Long standing partnerships with boutique and specialist advisors
- Financial planning and advice
- Our global expertise with local knowledge means we can be at your side wherever you are on your journey
- Industry Insights: Expert advice, current business trends, business sentiment insights from peers
Sell my business
Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it.
Our UBS team can help you get things ready for the next chapter
Deciding what's best can be complicated, so having the right advice from a trusted partner can make all the difference.
Our in-house experts, combined with our extensive network of specialist advisors, lawyers and accountants, work together to help you realise your sale in the best possible way.
Our track record of working with entrepreneurs gives you the edge before, during and after the sale.
Our solutions
- Connect with peers through our entrepreneur and executive networks
- Investment banking, corporate finance and advisory services
- Long standing partnerships with boutique and specialist advisors
During and after the sale
- Financial planning and advice
- Family advisory
- Trusts and foundations
Protect my wealth
From running to selling your business and beyond, it’s vital you start the conversation early on about protecting the wealth you’ve created.
Some questions to ask yourself
- How do you plan to meet your short-term and longer-term expenses?
- What would you like your wealth to achieve beyond your lifetime?
- How much of your sales proceeds would you feel comfortable investing?
- Would you prefer to invest the business-sale proceeds in stages or all at once?
Financial planning for your life projects
The UBS Wealth Way framework can help you formulate a wealth plan that meets your financial objectives wherever you are in your entrepreneur journey.
UBS Wealth Way looks at wealth through three lenses: liquidity for short-term expenses, longevity for lifetime goals and legacy for goals that go beyond.
Contact us to find out more and arrange a personal consultation based around your investment needs.
Entrepreneur Networks, community and partnerships
Our entrepreneur and executive networks
Connect with like-minded peers and experts worldwide who share your drive for success and innovation – and give your business the edge it needs to succeed.
Discover more
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My relationship with UBS is a truly great one. They really are a trusted partner for me and my wife... so I can make the best decisions for me and my family.
Entrepreneur and philanthropist
Our partnerships
As a client, you can attend networking events, engage with peers, secure funding and get the advice you need to succeed in growing or selling your business.
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.
Global Entrepreneur Report 2025
Discover what’s on the mind of leading entrepreneurs around the globe in the first UBS report which has actively surveyed the opinions of entrepreneurs in our client base and our Industry Leader Network.
Wealth and the next generation
Our report brings you eight case studies. Each highlights the challenges and dilemmas people faced when working out how to transfer their wealth.
From entrepreneur to investor
Wherever you are in your entrepreneur journey, we can help you find the right investment strategies for you. Read our report for your to-do list to help active entrepreneurs stay prepared and avoid common pitfalls.
Financial advice for your individual needs
Connect to take your business to the next level
As many of our clients are entrepreneurs our advisors are experienced in handling the specific needs and challenges you may face. They’ll stay by your side for every stage of your journey to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.