$3.9 trillion
In invested assets globally
As of 12/31/2022
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. We commit to understanding you, your family, business and personal priorities, as well as your total financial picture. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager