$6.9 trn
UBS Group invested assets
As of 10/29/2025
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We believe that the best experience begins with the right Financial Advisor. That's why our leadership team works with our Financial Advisors to create a supportive environment—one that fosters leadership, service excellence and productivity. From our rich tradition of wealth management experience and valuable intellectual capital to local-level decision making that responds readily to addressing clients' needs and goals, UBS Financial Advisors have the right resources to make a difference.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
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A donor advised fund generally is a fund or account that is sponsored by a public charity and with respect to which the donor or someone whom the donor designates can advise on distributions or investments.1
1 IRC § 4966(d)(2).
$6.9 trn
UBS Group invested assets
As of 10/29/2025
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 10/29/2025
More than 160 years
offering financial advice
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Vice President–Wealth Management
Financial Advisor
Client Associate
Vice President–Wealth Management
Financial Advisor
Client Associate
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.
