$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Charlie Munger, Vice Chairman of Berkshire Hathaway, has been quoted as saying "People who think investing is easy are stupid." While we may not agree with Mr. Munger's choice of words, we do believe investing is challenging. It requires thoughtful action coupled with emotional endurance.
We believe investors who understand the "why" behind any given investment approach develop the patience to allow it to succeed. We believe a core set of beliefs is critical to withstand the distractions of today's information overload society.
To address this issue, we have developed our educational video, "The Problem with Money". It has 14 chapters, each about three minutes in length. Each chapter isolates an issue or obstacle to successful investing. We then share perspectives on how we define and manage each challenge.
We also believe that a comprehensive approach to wealth management must include planning. Failing to hedge potential "end of life" care expenses or estate tax consequences can undo years of productive investing.
In conclusion, we believe our core role is to protect our clients from the consequences of making emotional decisions. Emotions are the primary obstacle to successful investing. We can be your anchor to rational thought. Tax laws and planning solutions are constantly changing. We pledge to keep you informed as these issues evolve.
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
