The essence of the UBS Client Experience is to provide a framework that helps us consistently deliver the services you need to support your financial decisions.

We understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is how those services and solutions are developed and delivered to help you pursue your goals.

That's why we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, we harness the advisory and investment brokerage capabilities of one of the world's largest wealth management firms on your behalf.

Our structured approach to helping you pursue your objectives is based on findings from discussions with our clients, our Financial Advisors and extensive market studies.   We discovered there are clear expectations:

• You would like us to listen to you, which is why we take the time to understand you and your situation.
• You expect approaches that suit your needs and objectives, which is why we propose customized solutions.
• You want to be comfortable with your decisions, which is why after you agree, we leverage our global resources to implement your strategies.
• You want to know how you are doing, which is why we periodically review your financial situation to discuss where you are and where you want to be.

This is all part of the UBS Client Experience, a process that continues throughout our relationship with you. At UBS, financial relationships extend over a long time—sometimes, a lifetime.