Advisors on the team
Advisors on the team
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.
Hear from Andy Burish, Managing Director of The Burish Group, on his views of deglobalization and its effects on inflation.
In an updated report by UBS Chief Investment Office, our goal is to help you lay the foundation for protecting yourself against market downturns by attempting to answer three questions:
1) What are the characteristics of a bear market?
2) How can we prepare our portfolios and financial plans for a downturn?
3) What steps should we take in the middle of a bear market?
We think it has become increasingly important for investors to consider exposure to private markets. In our view, private markets offer a combination of high potential returns, a long-term focus, and access to innovative and fast-growing businesses.
Many individuals share a core concern about running out of money during retirement. And, with inflation in the headlines, households may question the viability of their retirement plan.
In this guide you can explore an array of planning ideas, such as:
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.
In invested assets globally
As of 06/30/2022
UBS is a world-leading wealth manager
Private Bank for Sustainable Investing
PWM/The Banker Global Private Banking Awards, 2018-2020
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.