#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Our entire team believes passionately in helping people address unexpected challenges and find their way through life transitions.
UBS Private Wealth Management
As a UBS Private Wealth client, you and your family are connected to an incomparable team of experts and specialist—the firm’s deepest centers of local and global knowledge. They help inform our conversations and our custom recommendations for a plan to move forward.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
The Value Acceleration Process provides a framework to help business owners with business transition planning.
Innovation and impact
Our latest research shows us that in uncertain times, billionaires matter. Many are successful entrepreneurs, changemakers who turn ideas and inventions into innovations that others adopt and follow. As such, they’re in a powerful position to deliver not just capital, but also fresh approaches and better ways of doing what’s needed to tackle global challenges.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
$3.9 trillion
In invested assets globally
As of 12/31/2022
