8 person
seasoned team
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Our clients lead full, eventful lives, with many demands on their time. With this in mind, we aim to deliver world-class planning and execution, while alleviating areas of complexity and administrative burden. As a result, our clients can remain focused on those projects and activities, which are most important to them.
8 person
seasoned team
193
Collective years of experience
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.