$2.8 trillion
In invested assets globally
As of 06/30/2022
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
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.
With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Client Associate
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
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
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
