$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
The Lighthouse
Our clients are successful, busy, and often inundated with financial noise. The Lighthouse is a podcast series dedicated to providing beneficial advanced financial planning and wellness insights to the clients and families we serve. Our goal for this show is to simplify the world of wealth management so that you can think more creatively and confidently about the future.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager