UBS Wealth Management

Partnered with Entrepreneurial Scotland since 2002, UBS provides a complete wealth management service in the UK. They have a long history of working with UK entrepreneurs planning their business, family and investment needs as they approach a liquidity event.

Their advisors will help you learn how to protect and grow your hard-earned wealth drawing on the strength of their Global Chief Investment Office. Whether you want to leave money in trust for your children, sort out your pension arrangements or, increasingly, become a Philanthropist, they can help you achieve your goals. Check out their ultimate guide to selling a business. 

In Scotland, with offices in Edinburgh and Glasgow they have a team of Client Advisors from diverse backgrounds such as Corporate Finance, Corporate Banking, Wealth Planning and Asset Management.

Their global reach, insights across all markets , asset classes, and the depth of their product offering make them uniquely positioned to provide expert advice.

Wealth Management in Edinburgh

A financial partner in Scotland

UBS Wealth Management knows the value of local knowledge - across the globe.Right here in Scotland we have a team of Client Advisors from diverse backgrounds: corporate finance, corporate banking as well as wealth planning and asset management. Our local experts are also your gateway to UBS' global network.

Client Advisors are responsible for looking after your wealth management needs, from helping to decide your overall wealth strategy through to advising on issues such as investment products and pension planning. As well as being your main contact at UBS Wealth Management, he or she will also be your gateway to the wider expertise of UBS, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance. 

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Before the deal is done

UBS Wealth Strategy Report for Entrepreneurs 2019

Read the following Wealth Strategy for Entrepreneurs 2019.

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UBS: Investment strategy insights - Lump Sums

Read this insight now - Particularly interesting for entrepreneurs/business owners who have sold their business, as well as retirees.

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Key information

1st Andrew Square

+44-131-247 2923


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