$7 trn
UBS Group invested assets
As of 12/31/2025
engage | enable | entrust | enjoy
engage - We engage you to learn what is most important in your life.
enable - Our engagement with you enables us to provide world class advice and guidance.
entrust - You entrust us with the financial well-being of you and your family.
enjoy - Through this process you are given the ability to enjoy life to the fullest.
Senior Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Registered 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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Fundamental considerations and strategies to guide you
Family businesses are among the most successful business organizations worldwide. Yet transitions to the next generation can be challenging. Families often put off the transition or decide to sell. Our overview can guide you in transitioning a family enterprise from one generation to the next.
