#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
As Financial Advisors and Endowment & Foundation Consultants, we bring a deep understanding of the needs and challenges your organization faces today. That's why you can be confident that we will take the time to fully understand your organization’s philanthropic mission, unique financial circumstances and the long-term funding goals that will inform the plan we design for today and tomorrow.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
3.3 million
Vulnerable children
reached by the UBS Optimus
Foundation in 20192
2https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html