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Lasting relationships

Understanding what matters most to you

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Our Philosophy

Our Philosophy

A team approach

A team approach

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Exceptional financial strength and stability

Lead gen

Tradition, trust and time

The challenges women breadwinners face embracing their financial clout

In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?

Read the report
2023 Year-end planning guide

2023 Year-end planning guide

In this guide you can explore an array of planning ideas, such as:

  • Tax planning
  • Investment-related planning
  • Retirement planning
  • Charitable giving
  • Wealth transfer planning
  • Trust planning and administration

Download guide

2023 Retirement Guidebook

2023 Retirement Guidebook

Published by UBS Chief Investment Office and updated July 2023, this 45-page presentation is a one-stop shop for our retirement planning advice whether you are saving for, transitioning to, or already in retirement.

Download the guidebook

The Year Ahead

The Year Ahead

Discover our scenarios, key questions, and forecasts for 2024, plus take a look back at 2023.

Explore the report

Recognized as a leader in the industry

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

P&G earnings: A breakdown with UBS Analyst Peter Grom

Date.January 24 2024

Conference Call

  • Peter Grom, UBS Research, Americas Equity - US Household and Personal Care Analyst
  • Tim Dumont, CFA, FTB Financial Services

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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