$6 trn
UBS Group invested assets
As of 12/31/2024
At The BoundaryRock Group, we believe we truly have the investment experience and planning infrastructure that can make a difference for sophisticated investors with complex needs. With experience in private equity, institutional portfolio management and cash flow planning, our advice offers you a financial planning foundation with dynamic, risk-managed solutions that we tailor specifically for you and the life you lead.
Whether you’re sourcing business capital for a new venture, structuring your estate or establishing a family trust, we have the insight, network and resources to help you move forward toward your goals.
Like the Boundary Stones of Washington D.C. that inspired our name, we’re here to provide clarity, stability and opportunity each step of the way.
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
Global leader
UBS is a leading and truly global wealth manager