In Gstaad, a blend of deep local knowledge and global expertise shapes our approach to wealth management. By focusing on structural trends, risk management, and regular portfolio reviews, we help clients and families navigate uncertainty and identify long-term opportunities.

Which trends or risks are you watching most closely right now?
We are closely following the continued momentum in AI and transformative innovation, alongside rising government debt and a shifting geopolitical landscape. While AI adoption is driving market enthusiasm, we remain mindful of risks such as a potential slowdown in innovation, persistent inflation, renewed debt concerns, and geopolitical tensions – particularly between the US and China. In this environment, diversification and disciplined risk management remain essential.

What is your bank particularly known for in Gstaad?
Our focus is on staying close to clients and helping them achieve their long-term goals. As Switzerland’s leading bank and the largest truly global wealth manager, UBS combines trust, innovation, and tailored advice. Our client-centric advisory approach, UBS Wealth Way, structures portfolios across Liquidity, Longevity, and Legacy strategies. Supported by a strong local team, a global network of specialists, and world-class research we deliver seamless, holistic wealth management – from traditional banking to specialised services such as art advisory, relocation and financing for unique assets.

Which financial services do you see in the highest demand among second-home owners in Gstaad?
Second-home owners typically have international and multi-jurisdictional needs. Demand is strongest for crossborder wealth management, multi-currency solutions, real estate financing, and portfolio diversification, complemented by tax and estate planning, including next-generation considerations.

In your view, what defines a strong banker-client relationship today?
Trust, continuity, and a deep understanding of personal and financial priorities define a strong, enduring partnership. Our goal is to be a lifelong partner, support our clients across life stages, helping them make informed decisions, protect and grow their wealth, and pass it on to future generations.

In Financial Brief, GstaadLife speaks with the people who shape how wealth is structured, protected, and transferred in the region. Each edition focuses on one trusted professional – from bankers and independent wealth managers to insurance specialists, real estate experts, and art advisors – whose work sits at the intersection of global finance and local realities.

Rather than broad market commentary, the series offers concise insights drawn from day-to-day advisory practice: what clients are asking, which risks and opportunities matter most, and how long-term thinking is applied in an increasingly complex environment. Financial Brief is about perspective, experience, and the quiet expertise behind important financial decisions.

BY JEANETTE WICHMANN