$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We achieve this by keeping our core values close to our heart:
Unflinching Integrity. We only do what is right for you. An ethical, client-first
approach is our over-arching commitment to you.
Competency. We provide you with an uncommon blend of personalized understanding and a depth of knowledge of the capital markets. This enables us to build capital that can change lives and achieve your present and future goals. We implement your personalized asset allocation plan with intent and purpose.
Uncompromised Conduct. We believe your trust and confidence must be won each and every day. We hold ourselves and our business to the highest standards of conduct and professionalism. We believe you deserve to enjoy your life with your friends, family, and philanthropic causes free from the burden of worry about your financial affairs.
Wealth Planning Associate
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager