Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implications not only for today’s generation, but for those who follow.
Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implications not only for today’s generation, but for those who follow. Helping clients navigate these complexities requires more than technical expertise. It requires an understanding of each family’s unique circumstances, ambitions, and concerns, as well as the ability to look ahead and prepare for what comes next.
At UBP, Wealth Planning brings together specialists from different disciplines to help clients make informed decisions for the future. While every client situation is unique, the team’s approach is always underpinned by the same shared commitment to understanding what matters most, and finding solutions that stand the test of time.
For Augustin Urreiztieta, Head of Estate Planning & Family Wealth Solutions, Switzerland, drive begins with anticipation. “Drive is that magic energy that anticipates, that finds a solution, that quests for a solution, and every day is a different day.” In a field where no two families face exactly the same challenges, the ability to think ahead and adapt is essential. Helping clients prepare for the future often means identifying opportunities and potential complexities long before they arise.
“Drive is that magic energy that anticipates, that finds a solution, that quests for a solution, and every day is a different day.”
That forward-looking mindset is matched by a strong dedication. For Njideka Lorimer, Head of Wealth Planning UK, drive is rooted in the relationships the team builds with clients. “Drive, to me, is really about a deep sense of commitment. A commitment to our clients.” And the impact of Wealth Planning frequently extends well beyond the present moment. “What really drives our team is helping clients navigate the complexity and knowing that the work that we do will ultimately have impacts for generations.”
For Senior Wealth Planner Olga Nizovskaya, that responsibility starts with understanding the human side of every situation. “It really boils down to taking care, to help them think about their future, about well-being.” Whether supporting a succession process, helping families prepare the next generation, or providing guidance during periods of change, Wealth Planning is ultimately about giving clients clarity and confidence as they make important decisions.
Curiosity is another defining characteristic of the team’s approach. For Wealth Planner Guillaume Micolau, finding the right solution begins with a willingness to keep exploring new possibilities. “Drive means curiosity, also. In our work, we must be curious, find solutions. So that’s very challenging.”
Together, these perspectives reflect what drives UBP’s Wealth Planning team every day: helping clients navigate complexity today while planning confidently for tomorrow. By combining expertise with dedication, care, and curiosity, they help families preserve what matters most and build a lasting legacy for future generations.
“What really drives our team is helping clients navigate the complexity and knowing that the work that we do will ultimately have impacts for generations.”
It is also what we mean by The drive you demand.
Marketing communication. For Professional Investors in Switzerland or Professional Investors as defined by the relevant laws. Past performance is not a guide for current or futures results.
The views and opinions expressed by fund managers (internal or external) may differ from the house view. They are shared for informational purposes and do not constitute investment advice or a recommendation.
