$6 trn
UBS Group invested assets
As of 12/31/2024
What is your strategy for keeping up your income needs in retirement?
Assuming at the end of the road you have created a comfortable nest egg, in what ways would you want to use that money to affect the lives of your children or grandchildren?
Will your children be able to give your grandchildren the education you gave your children?"
Are your parents living, and if so, do you expect to become financially responsible for them at some point?
Is there an institution that you care deeply about to which you'd like to leave a meaningful amount of money if you could?
Our financial planning services can help you with these issues - and perhaps others you have not even have thought of yet.
Frustrated with meeting the demands of multiple accounts at multiple institutions?
We can help you simplify your life. Consider consolidating your accounts so that all the portfolios are positioned towards meeting your goals and streamlining the administrative demands of investing.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager