Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Executive at City Window
Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Business transition and succession planning

Business transition and succession planning

Tailored lending and cash management

Tailored lending and cash management

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Insights

Backed by the strength of UBS

A global leader in wealth management

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint