Global access. Strategic solutions.

Private Wealth Management

EPG GROUP 2022

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.

- Rick Frayard
Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Helping families navigate transitions and challenges

Helping families navigate transitions and challenges

Service that helps simplify your financial life

Service that helps simplify your financial life

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

$2.8 trillion

In invested assets globally 
As of 06/30/2022