$6 trn
UBS Group invested assets
As of 12/31/2024
We earn our clients’ trust in many ways—identifying their goals, simplyfing their lives and ultimately, helping them achieve what’s important to them.
At the Dietrich Sussman Group, we’re a comprehensive wealth management practice focused on every aspect of your financial life. Given our team’s abilities and experience in retirement and insurance solutions, lending, hedging and monetization strategies and portfolio management, we take a disciplined, planning-based approach to working with you—a concept we call: Advice. Beyond investing. Our goal is to be your primary advisors and problem solvers who not only help find answers to your most important financial questions, but who “connect the dots” across all your planning and investing needs.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
