The power of investing now

Time to do great things

This is the time to plan for your future. Through all the challenges investors under 40 have faced, your values and financial confidence have never wavered. We can help you plan for your lifelong goals. The earlier you begin, the more your wealth can do for you—and the world.

Let’s talk

Together, we can help reach your goals

Optimism and values go hand in hand

According to our survey, over half of the rising generation believe they have it harder than other generations. Yet, optimism and an unshakable commitment to making the world a better place shines through. Here's how investors under 40 are feeling right now.

Clear vision.

83%

“I'm well-positioned to weather the times.”

Clear focus.

68%

“I want a financial plan for my future.”

Times of change.

63%

“Because of COVID-19, I want to invest sustainably.”

Times of opportunity.

81%

“I'm confident I'll reach my financial goals.”

The difference you can make

71%

“Making a difference is very important to me.”

Your values make you who you are. Investing with impact can help you make a difference in the world.

Keep your family on course

60%

“I'm supporting my family more since the pandemic.”

Your family, friends and community mean a lot to you. Invest in ways to help support them.

Tools and calculators

Cover your bases

Are you missing anything critical? Take a pulse check.

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Make a big buy

Buying a home? Leasing a car? What you need to know.

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Set yourself up

It's never too early to prepare for your future.

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Scaling mountains

Find out why 88% of rising gen women are thinking about their financial future more because of the pandemic and what they’re saying about career and home life.

Let’s change the world together

#TOGETHERBAND17 UN Global Goals, 17 bands. You get two bands—one to wear, one to share. And all the profits go to projects working towards the goals.

Join the movement

Global visionariesEntrepreneurs and thought leaders working to achieve the 17 UN sustainable development goals. We support them so they can focus on changing the world.

Learn about each one

Giving children a strong foundationGiving back? The UBS Optimus Foundation helps educate and protect the world's children. We find bold solutions that make an impact.

Learn more

Invest for goodWe are the first wealth management firm to make sustainable investments our preferred solution for private clients investing globally.

Find out why

Pursue what matters mostOur framework helps you reach your goals for today, tomorrow, and generations to come.

Find out how

News and views

Do environmental regulations enhance competitiveness?

President Biden has announced a reassessment of more than 100 other environmental rules and regulations promulgated by the Trump Administration.

Read more

Five steps to a secure financial future

You’re on the rise—make sure your wealth is, too.

Read more

Bumble turns the spotlight on board diversity

Online dating app Bumble’s market debut made its 31-year-old founder Whitney Wolfe Herd a rare self-made female billionaire.

Read more

Short selling and power shifts

Retail names like GameStop that have high short interest have seen incredible activity. We look at the excitement and the risks.

Read more
 

Let's Talk

Together we can help you reach your goals. 

Expiration:9/30/2021 Review Code: IS2005366