$5+ trillion
In invested assets globally
As of 11/07/2023
First Vice President–Wealth Management
Certified Exit Planning Advisor
Education
Credentials
Retirement check-in and 2024 preview
Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager