$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our extended Private Wealth Management resources include:
Portfolio Advisory Group.
Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation.
Credit and liquidity solutions.
Through the extensive UBS Banking network you can access innovative credit solutions such as securities-backed lending, pre-IPO lending, mortgages and tailored financing.
CIO Wealth Management Research.
Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions.
Advanced planning.
With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.
$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