$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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