$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
