$5+ trillion
In invested assets globally
As of 11/07/2023
As experienced financial professionals, our team has collectively navigated just about every important stage of life you may face. We have seen our clients buy hundreds of dream homes. We've been by their sides as they nervously sent kids off to college. Listened and advised as they faced decisions and celebrated untold milestones. We've helped clients when they start, grow and sell businesses. And we've been there as they planned and launched their retirement.
From joyful beginnings to satisfying conclusions, we understand your personal journey and we are here to provide you with smart, compassionate advice every step of the way.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$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