$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Choosing someone to help manage your financial life is not only an important business decision, but a highly personal one as well. As the global leader in wealth management for successful individuals and families, UBS is well positioned to act as your trusted advisor.
Our practice was designed to deliver the world-class resources of UBS to you, at an individual level, through a highly customized experience. We are committed to our clients and the people, passions and causes that are dear to them. For those Deloitte PPMDs who value a holistic wealth management approach, our advice extends beyond just a comprehensive review of their overall balance sheet, but also considers all of the goals and circumstances that makes your situation unique. We hope to establish a one-to-one relationship where we can provide guidance on the complexity of your unique situation, with a tailored approach to help you better understand how it all works together in a coordinated fashion.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$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