$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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
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.
$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
