$2.8 trillion
In invested assets globally
As of 06/30/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
The financial markets are a calling for me. Ever since I was young, my talent has been directed to helping investors pursue their financial goals.
- We strive to understand the goals of each investor in terms of risk, investment horizon and other factors.
- We build portfolios that reflect the unique objectives of each investor.
- We keep investors up to date on what is going on in the economy and how it affects their portfolio.
- We are backed by UBS’s global coverage. This enables us to offer our clients potential investment opportunities both in the United States and abroad. There isn’t a cookie cutter portfolio of stocks and bonds.
- Our investment strategies adjust to fluctuations to keep our clients working towards their goals.
- We offer fair, transparent fees tied to the performance of your account.
UBS Investor Watch
Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.
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$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager