$7 trn
UBS Group invested assets
As of 12/31/2025
We honor that responsibility by making our core values the foundation of every decision and every relationship.
Unflinching Integrity. We do what is right—always and without compromise. Our ethical, client‑first approach is the foundation of our team and the standard by which we hold ourselves accountable.
Unmatched Competency. We bring together a deep, disciplined understanding of capital markets with a highly personalized approach to your unique circumstances. This uncommon blend allows us to build capital with intent and purpose—capital that can change lives and support both your present needs and future aspirations.
Uncompromised Conduct. Your trust must be earned each and every day. We hold ourselves and our business to the highest standards of professionalism, transparency, and behavior, recognizing that confidence is built through consistency and care.
Exclusivity. Personalized service and direct access through a deliberately limited client base.
Continuity. Long‑term planning for you and your family across generations.
Predictability. Disciplined, insight‑driven decisions designed to provide clarity and confidence.
Risk Profile. Your financial plan defines your personal risk profile and guides all investment decisions.
Allocation. Portfolios are built across equities and fixed income, with selective use of alternatives.
Strategic Emphasis. Capital beyond the core portfolio may be allocated to the Bristol Bay Partners Growth Portfolio, an actively managed medical technology strategy led by Mark Rethlake.
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Wealth Strategy Associate
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
