$6 trn
UBS Group invested assets
As of 12/31/2024
Our team is committed to making a real impact in the lives of successful families. Our goals-based approach to wealth management helps ensure we deliver thoughtful financial planning and solutions for all aspects of your financial life.
With more than 100 years of combined experience, we focus on helping our clients navigate significant life events and financial transitions. Our team will be by your side every step of the way, whether you are planning for retirement, a business owner considering exiting your business, or concerned about multi-generational wealth transfer. We will provide you with the insight and advice needed to make the best decisions for your family by addressing life’s biggest financial concerns such as protecting your wealth, mitigating taxes, and supporting the philanthropic causes you care about.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager