$5.9+ trn
UBS Group invested assets
As of 06/30/2024
First Vice President–Wealth Management
Certified Exit Planning Advisor
Education
Credentials
The benefits of establishing shared financial goals
As life expectancies rise, effective retirement planning is essential for long-term financial security. For couples, this means coordinating retirement savings to maximize benefits together.
$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