$3.9 trillion
In invested assets globally
As of 12/31/2022
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Executive Director
Head of Advanced Planning
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Tailored Lending Transaction Manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager