$3.9 trillion
In invested assets globally
As of 12/31/2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
We have guided clients through the complex world events and financial disruptions that have characterized the past two decades, so you can feel confident that we have the experience to help you navigate what may lie ahead. Our collective input is delivered personally to you through our team, so you can develop a consistent, long-term relationship with us.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Start by building a strategy that addresses longevity
Inflation lowers the purchasing power of your dollars in retirement. So, how can you be sure you’ll have enough? Let’s help you build a strategy for longevity that helps you have the retirement you want.
$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