$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
So much of your family's future relies on our ability to understand you and the matters that are important in your life.
That's why our first priority is to spend time listening to you and learning about your goals and aspirations.
We are committed to building a long lasting relationship that is centered on dialogue so that we can develop a personalized plan to pursue your individual needs and goals. You can rely on us to provide you with appropriate information and timely guidance to help you make confident decisions regarding the range of financial decisions you may face now and in the future.
Whether your goals are specific to yourself, your business, your family or the legacy you hope to leave behind, we'll help ensure that you have access to our full range of wealth management, investment and banking opportunities available from one of the world's leading financial institutions.
We are Financial Management and Retirement Specialists, helping you to map out a plan to pursue your financial goals.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
