$3.9 trillion
In invested assets globally
As of 12/31/2022
The GrandView Group is an experienced, multigenerational team focused intently on the specific needs of corporate executives of public and private companies. With our extensive financial services experience, we combine comprehensive planning with discretionary investment management to help manage and grow personal wealth.
Because of our disciplined process, sophisticated wealth forecasting and analytics, and our proprietary portfolio modeling, we help executives manage capital and run their personal wealth like a business. In addition, we’re committed to each generation of our clients’ families, working closely with them to help shape their financial future and meet their goals.
Tremendous changes continue to transform the economy. Our clients trust us to help create more opportunity by filtering out a lot of the noise that can confuse even the most sophisticated investor.
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.
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