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$2.8 trillion
In invested assets globally
As of 06/30/2022
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Vice President–Wealth Management
Portfolio Manager
We provide our clients with the expert knowledge and resources required to provide unrivaled wealth management solutions for their families and businesses.
Personal & Community
Education
Credentials
Vice President–Wealth Management
Portfolio Manager
We provide our clients with the expert knowledge and resources required to provide unrivaled wealth management solutions for their families and businesses.
Personal & Community
Education
Credentials
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.
$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
