$3.9 trillion
In invested assets globally
As of 12/31/2022
The Compass Investment Group offers a highly collaborative approach for making thoughtful, informed decisions about your personal and business objectives. Our team takes the time to understand the uniqueness of your family and we work closely with each generation to achieve your long-term goals and ease the challenges of life’s major milestones.
Working with business owners, entrepreneurs, professionals and their families, we help simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Our thoughtful advice and education helps ensure your independence throughout our long-term relationship.
Our promise is to be right there by your side, helping provide you and your family with rock solid advice and the confidence to live your life exactly as you want.
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.
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