Planning and managing wealth with UBS (original) (raw)

Our services for you at a glance – what are you interested in?

Asset management with UBS Manage

With the UBS Manage delegation solution, you set the guidelines you want us to follow when managing your assets. Our experts do the rest.

Investment advice with UBS Advice

Make your own investment decisions and count on our professional advice and having experts at your disposal to review your portfolio.

UBS Wealth Way advisory approach

For the long-term development and planning of your assets. Our approach means you can look to the future with confidence and react flexibly to changes.

When it comes to wealth and financial planning, being a woman makes a difference. That’s why UBS helps women acquire or consolidate extensive financial know-how with the Women’s Wealth Academy.

Pension and retirement planning

Thinking about your retirement means facing questions and very important decisions: should I choose a pension or a lump sum – which option is better? Can I afford to retire early? We’ll find the answers together – even in cases of complex financial circumstances.

Succession planning

Who would you like to inherit your assets? Or to whom would you like to pass on your company? We can help you answer these practical and emotional questions.

Tax planning

Our specialists are at your side with comprehensive tax advice, from the planning of asset structures to deciding on the right legal form. Our goal is to optimize your tax burden.

Alternative investments

Alternative investments are less affected by market sentiments and usually perform differently than equities or bonds. If you follow a long-term investment plan and can accept lower liquidity, alternative investments could be a good addition to your portfolio.

Structured products

Structured investment products can be tailored to your individual needs and help to balance your return and security needs.