$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager