UBS Wealth Way App


iPad & iPhone app | 2019

We expanded and modernized UBS's digital iOS experience by developing the new Wealth Way app, a wealth management product for UBS's high net worth clientele.

In redesigning their digital experience, we to drove organic growth and enabled deeper engagement among clients, advisors, and the firm within Wealth Management.

My role

UX Designer

I was responsible for designing the user experience and interactions throughout the apps. I created wireframes and clickable prototypes and collaborated closely with my UI teammates.

Product team: Domestic & international  designers | copywriters | developers | creative director | product management | client stakeholders

Winner of 2019 Big Innovation Award

iPad App

The new iPad digital experience enabled advisors to expand the conversation beyond financials, by encompassing the client’s total wealth: goals, interests, and family and other important relationships​.

Sitemap Blueprint

iPhone App

After the successful launch of the iPad app, we translated the designs and functionality for mobile devices to allow UBS clients to manage and monitor their wealth on the go.