$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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