$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Today’s economy is complex. That’s why our team offers a complete vision for managing wealth. Through our highly consultative process, we will help you clarify your current financial situation, identify challenges and create a comprehensive plan. A full suite of services not only tackles the issues you face today but also helps you plan strategically for the future.
We will lead the effort to develop one integrated approach by working closely with your other trusted advisors and our network of specialists. Backed by the extensive resources of UBS, we offer investment management, advanced planning and relationship management focused entirely on you, your family and your business.
We work to help you grow and preserve wealth, establish your legacy and share your values for generations to come.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager