5.2 billion
Assets under management
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
5.2 billion
Assets under management
32+
Years in business as a team
50 person
seasoned team
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
51 countries
Our global footprint
Forbes Best-In-State Wealth Management Teams, 2023.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending in March of the prior year.
The advisor paid a feed to display the rating logo in connection with the award.
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
Forbes America's Top Wealth Management Teams, 2022.
The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the awarded year.
The advisor paid a feed to display the rating logo in connection with the award
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
Read our e-magazine to find out what business owners are thinking and doing today. Gain insight on a variety of topics including supply chain management, sale of business, women entrepreneurs and creating a more rewarding workplace.
Every family’s financial plan is unique, but most investment strategies are organized quite similarly. Instead of using ”risk tolerance” as the primary guiding factor, our approach is built on the foundation of your financial objectives. The Liquidity. Longevity. Legacy. approach allocates family wealth into three strategies that we have designated the 3Ls: Liquidity, Longevity, Legacy.
In the past two years, the world changed in fundamental ways. Everyone you asked has a point of view about those changes. But certainly, we can agree this time has been a catalyst for reevaluation on every level. For many women, in particular, it stirred a desire to focus on a greater sense of purpose.
How are you approaching your business challenges? Your passion has turned into a successful business. But you may still have questions: What if I want to expand? Am I doing all I can to reward my best employees? Am I making the right investment choices for my business? When is the right time to start planning to exit my business? UBS has what you need to help drive your business forward.
A Liquidity strategy can help.
In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.
Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
