303
Collective years of experience
Our team’s personalized approach provides goals-oriented, multigenerational wealth management for high net worth families and comprehensive institutional consulting for endowments, foundations and not-for-profits.
Whether we’re advising a pension fund or an individual investor, we work closely with you to create a fully integrated plan. Although each member of our team has a clearly defined role and a specific set of skills, we work together, driven by our core values:
You come first at every step in the relationship.
You expect excellence and an exceptional client experience.
You demand accountability from our team and our global network.
Our wealth management approach is dedicated to helping our clients get the guidance and knowledge they need to accomplish their goals. It all starts with a plan.
303
Collective years of experience
$3.7B
Assets under management
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
