$5+ trillion
In invested assets globally
As of 11/07/2023
When it comes to your family, employees, or organization, you have important goals and specific concerns that require the guidance of an experienced advisor or institutional consultant.
UBS is one of the largest global wealth managers, and our mission is to help wealth management clients and institutional plan sponsors achieve their goals. Our team is equipped to address a broad range of sophisticated financial needs while leveraging UBS's full capabilities to design strategies tailored to your unique situation.
At our core, we believe that delivering quality strategies that are tailored to your unique needs is the key to our success. Our ultimate goal is to become your go-to source of financial advice. That's why we're committed to fostering long-term relationships by providing unparalleled client service. You can trust us to be your partner in making sound financial decisions.
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Client Associate
Client Associate
Senior Client Associate
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Client Associate
Client Associate
Senior 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
Reaching financial freedom—the point where you have enough resources to fund the rest of your lifetime spending—is an amazing milestone in your life. An important part of moving into this phase is deciding which assets will be used to fund your lifetime spending and when they should be used.
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
In this report, we review key provisions from the SECURE 2.0 Act, provide an update on Social Security and Medicare, and summarize tax information for 2024.
Our wealth of experience and structured planning process empower us to deliver a comprehensive financial plan and customized investment strategies that are tailored to your specific needs. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, cash flow needs, asset replacement solutions, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles. By working with us, you can be confident that you are receiving expert guidance and a personalized plan that will help you achieve your financial goals and secure your future.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
