$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Through all the challenges investors under 40 have faced, your values and financial confidence have never wavered. We can help you plan for your lifelong goals. Whether your savings are built independently through your career, inherited or both, the earlier you begin investing, the more your wealth can do for you—and the world.
Senior Vice President–Wealth Management
Financial Advisor
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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