$5+ trillion
In invested assets globally
As of 11/07/2023
The Atlantic Capital Group provides a diverse clientele of affluent families, business owners, corporate executives and professionals with personalized financial planning and wealth management services. Our team is dedicated to understanding your financial needs and helping you grow and protect what you have carefully built over time.
As you face life’s most important questions, we will help you explore opportunities and prepare for potential obstacles. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused entirely on you.
We focus on wealth planning for a very simple reason: our entire practice is dedicated to looking at the big picture and helping you realize your life goals.
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.
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