Guiding endowments and foundations forward

Your values define you. But do your investments reflect who you are? We believe sustainability is relevant to how you manage your wealth. We invite you to discover the world of sustainable investing and the possibilities it offers you to pursue what matters most.

UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.

Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. With our account services, you, as our client, can pursue goals with more confidence because you can see how all your financial activities work together. It’s your wealth, your way.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.