$6 trn
UBS Group invested assets
As of 12/31/2024
It’s the important things—our families, our values, the impact we have on others, our desire to grow—that connect us. At B2NL Wealth Management, we root our advice in this connection. We know wealth does not arrive on accident nor without intention. It is achieved when your finances are used as a tool to accomplish what matters most, to support your values, and ultimately to live a life you’re proud to lead.
Our aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your wealth today, tomorrow and for generations to come.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager