$1.39 Billion
Assets under management
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.
$1.39 Billion
Assets under management
8 person
seasoned team
193
Collective years of experience
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Financial Advisor
Team Administrator
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Financial Advisor
Team Administrator
Senior Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
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.
