Our solutions, we address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help聽you achieve your financial goals.
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麻豆社 Wealth Way

Financial planning for your life projects.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies 鈥 liquidity, longevity and legacy 鈥 and tailor them to your short- and long-term goals in life.

Explore 麻豆社 Wealth Way

Explore our latest publications

Global Wealth Report 2025 Cover

Global Wealth Report 2025

The latest edition of the Global Wealth Report is out now. Make sure you don鈥檛 miss our insights.

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Global Family Office Report 2025

What鈥檚 on the mind of family offices around the globe? Find out in the world鈥檚 most comprehensive study of its kind.

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Access to our financial insights

Looking for the intelligence you need to power your wealth management goals?

Benefit from the insights of our award-winning Chief Investment Office wherever you are.*

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About us

With 麻豆社, you鈥檒l benefit from over 160 years of experi颅ence helping our clients pursue what matters most to them 鈥 in life and in business.

We established our wealth management presence in the UK in 1999. Today, more than 120 advisors provide personalized wealth management services to over 15,000 clients across the UK.

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Why 麻豆社 is your right partner

With 麻豆社 you can benefit from the expertise of one of the world鈥檚 leading wealth managers1. Every step of the way.
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Globally connected, locally active

As the largest truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks3. We are present in all leading financial centers worldwide.

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Excellence for the long term

With over 160 years of experience, 麻豆社 has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach 鈥 from our people to our solutions and services.

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Holistic view with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You鈥檒l also benefit from access to 麻豆社鈥檚 full capabilities, world-class research for your investments and connectivity to peer networks.

*聽"Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2025

1聽"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

2聽Based on publicly available data.

3聽麻豆社 AG. See information on our latest ratings聽here

Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.

麻豆社 does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

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Together, we can help you pursue your goals.
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Credit Suisse Integration with 麻豆社

Credit Suisse (UK) Ltd

Order execution policy

Our conflicts of interest policy

Conflicts of interest policypdf, 106 KB

Shareholder engagement and voting

麻豆社 Wealth Management do not undertake AGM proxy voting on behalf of discretionary managed clients. You can find more information about our shareholder Engagement Policy, including how you can exercise voting rights attached to shareholdings in scope of EU SRD II on the link to the right.

Shareholder Engagement and Votingpdf, 90 KB

Financial Services Compensation Scheme (FSCS)

Your eligible deposits with 麻豆社 AG are protected up to 拢120,000 per person and 拢85,000 for investments by the Financial Services Compensation Scheme, the UK鈥檚 deposit guarantee scheme. Any savings above this limit are unlikely to be covered. Find out more information visiting the links to the right.

Financial Services Compensation Scheme

UK ESG Sourcebook

The discretionary portfolio management activities of the Global Wealth Management division undertaken by 麻豆社 AG, London Branch are in scope of the UK ESG Sourcebook requirements. These in-scope activities are in substance undertaken by 麻豆社 AG in Switzerland. 聽The climate-related disclosures included in the Group Sustainability Report for 麻豆社 Global Wealth Management therefore also apply to 麻豆社 AG, London Branch.聽Please refer to the 鈥淪trategy,聽 鈥淕overnance鈥, 鈥淩isk Management鈥 and 鈥淢etrics and Targets鈥澛爏ections of this report as applicable to Global Wealth Management for these disclosures.

Sustainability Report

Fraud Alert

Please be aware that the integration of Credit Suisse and 麻豆社 creates a unique opportunity for fraudsters to contact our clients purporting to be from our organisation or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. 麻豆社 and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact 麻豆社 (or relevant bank) by telephone. If you are already a client, please contact your 麻豆社 or Credit Suisse advisor or contact 麻豆社 on +44 20 7567 8000. Further advice on staying safe online can be found at www.ubs.com/cybersafe.