You and your individual wishes and goals are at the heart of our advice.
With the UBS Manage delegation solution, you set the guidelines you want us to follow when managing your assets. Our experts do the rest.
Make your own investment decisions and count on our professional advice and having experts at your disposal to review your portfolio.
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.
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.
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.
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 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 investment products can be tailored to your individual needs and help to balance your return and security needs.
Digital services
With UBS Digital Banking, you can manage your banking transactions conveniently from your computer or smartphone. With E-Banking and the Mobile Banking App, you can access your accounts and cards at any time and keep an eye on your portfolio.
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