$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
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.
Education
Credentials
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
Global leader
UBS is a leading and truly global wealth manager