$2.8 trillion
In invested assets globally
As of 06/30/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your 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.
Discover what's important now given the current market environment.
In an updated report by UBS Chief Investment Office, our goal is to help you lay the foundation for protecting yourself against market downturns by attempting to answer three questions:
1) What are the characteristics of a bear market?
2) How can we prepare our portfolios and financial plans for a downturn?
3) What steps should we take in the middle of a bear market?
Equity markets remain volatile amid concerns over slowing growth and the ongoing war in Ukraine, with investor sentiment shifting quickly on fresh information. But we think the current environment offers an opportunity to assess whether portfolios are well-designed and fully diversified.
Hear from Andy Burish, Managing Director of our strategic partner, The Burish Group, on his views on deglobalization and its effects on inflation.
We think it has become increasingly important for investors to consider exposure to private markets. In our view, private markets offer a combination of high potential returns, a long-term focus, and access to innovative and fast-growing businesses.
Understanding your values and what you want to accomplish in life is essential to how we work together at UBS. Investing is a deeply personal undertaking, which is why we always start with a discussion about what’s really important to you. This helps us shape your wealth strategy around three key dimensions of your financial life: Liquidity, Longevity, and Legacy.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Senior Wealth Strategy Associate
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
$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
