$6.9 trn
UBS Group invested assets
As of 10/29/2025
Clients benefit from our team’s extensive industry knowledge, commitment to personalized service, and focus on building lasting relationships. Whether advising on investment portfolios, borrowing strategies, philanthropy or estate planning, we leverage the vast resources of UBS and our broad external network to guide clients through complex financial situations to help them achieve their long-term goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.






Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.
December 04, 2025
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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