$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients have different circumstances and multiple priorities that require truly customized solutions. We believe we have the range of experience that not only helps them pursue their personal and professional goals, but build trust over time. Here’s why:
They say experience is the best teacher. When it comes to delivering real wealth management, our team couldn't agree more.
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.
Because many of our clients lead very busy lives, they trust us to handle their finances while they focus on other priorities.
To us, the greater our collaboration with you and each other, the better we can exceed your expectations for service—from attentively responding to your concerns to anticipating issues to keeping you up-to-date with regular portfolio reviews. Whether you’re pursuing a personal, family or business goal, we hope to be your trusted resource for making well-informed decisions. Backed by the vast global resources of UBS, we’ve never been better positioned to help you protect those you love, the success you’ve achieved and the legacy you’ve earned.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager