$3.9 trillion
In invested assets globally
As of 12/31/2022
There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to providing insightful solutions and unbiased advice to help you maintain and preserve your wealth.
We understand the complicated dynamics that come with substantial wealth—trust, transparency and your time are very important. Our level of access, accountability and service can help empower you to make informed financial decisions. That’s why we focus on helping you simplify your financial life so you can achieve your vision for each generation of your family.
Investing success is measured over years, not days or months. Be flexible, patient and never follow the crowd.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated 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.
$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