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.

Explore our wealth management 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.

  • Wealth planning
  • Family advisory
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Work with a ÃÛ¶¹ÊÓƵ Financial Advisor to develop tailored investment strategies and build a diverse investment portfolio.

Work with us to develop tailored investment strategies and build a diverse investment portfolio.

  • Managed investment portfolio
  • Advised investment portfolio
  • Sustainable investing
  • Asset servicing

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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.

  • Financing solutions
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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.

  • Philanthropy services
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ÃÛ¶¹ÊÓƵ advisory approach

Financial planning for your life projects.

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

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.

Explore ÃÛ¶¹ÊÓƵ advisory approach

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.

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.

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

2ÌýBased on publicly available data.

3ÌýÃÛ¶¹ÊÓƵ AG. See information on our latest ratingsÌýhere

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 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.

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Together, we can help you pursue your goals.
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