We’re committed to understanding what wealth means for you. Because it means something different to all of us.

At ÃÛ¶¹ÊÓƵ, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to help turn your financial vision into a reality.

ÃÛ¶¹ÊÓƵ Wealth Way

Financial planning for your life projects.

Explore our services and solutions

At ÃÛ¶¹ÊÓƵ, our priority is to deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.
 
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Get help pursuing your life goals with our proactive planning tools and highly experienced professionals who can guide you confidently forward.

Whatever your needs, plan for your financial future and life goals with confidence, thanks to our planning tools and experienced financial specialists.

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Work with a ÃÛ¶¹ÊÓƵ Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.

Work with a ÃÛ¶¹ÊÓƵ Client Advisor to develop tailored investment strategies and build a diverse investment portfolio.

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Discover how investing, savings, cash management and financing can work together to address all of your wealth goals.

Explore our financing and lending solutions and manage your short- and long-term liquidity needs.

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Make a difference with your wealth. We offer many ways to help you give efficiently, with the greatest impact.

Pursue your passions, maximize your philanthropy and sustainability impact, and engage in networking opportunities with like-minded peers.

Financial advice for your individual needs

At ÃÛ¶¹ÊÓƵ, our priority is to deliver individual solutions that serve your financial needs, and those of your family or business.
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    Individuals and families

    Together we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.

    Learn more on Individuals and families
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    Women’s wealth

    We understand how women want to invest – enabling you to take control of your financial future.  We help you protect and grow your wealth.

    Learn more on Women’s wealth
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    Your entrepreneur advantage

    Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

    Learn more on Your entrepreneur advantage

Why ÃÛ¶¹ÊÓƵ is your right partner

With ÃÛ¶¹ÊÓƵ you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
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Globally connected, locally active

As the largest truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks3. We are present in all leading financial centers worldwide.

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Excellence for the long term

With over 160 years of experience, ÃÛ¶¹ÊÓƵ has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic view with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to ÃÛ¶¹ÊÓƵ’s full capabilities, world-class research for your investments and connectivity to peer networks.

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2024

2 Based on publicly available data.

3 ÃÛ¶¹ÊÓƵ 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.

ÃÛ¶¹ÊÓƵ does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

ÃÛ¶¹ÊÓƵ AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. ÃÛ¶¹ÊÓƵ AG, Jersey Branch is a branch of ÃÛ¶¹ÊÓƵ AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("ÃÛ¶¹ÊÓƵ"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

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Together, we can help you pursue your goals.
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