$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
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.
Discover what's important now, given the current market environment.
Understanding your life and what you want to accomplish is essential to how we work together at UBS. And while many wealth managers still see outperformance or an abstract notion of "risk tolerance" as primary guiding factors for investment strategies, our purpose-driven approach is built entirely around your financial life, goals and objectives.
To help you determine which benefits you need—and how much you should choose—this report will walk you through the process of making benefit decisions via the lens of your financial plan. Our hope is that this guide will help to clarify and simplify the process of choosing your work benefits, as well as give you a framework for fully appreciating the value that each benefit has to offer.
By some measures, college may cost more than USD 25,000 per year, on average, to attend in-state public college, and more than twice that for private college. For many programs, the cost can be much higher than these averages. In this report, we will look at the cost of college and answer several frequently answered questions.
In this letter, we share our latest views on the short-term outlook for the market, then detail why we think the longer-term outlook has improved this year, and analyze how longer-term investors should think about the trade-off between waiting and investing.
Start by building a strategy based on the resources and needs over the course of your life.
Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
