Lasting relationships

Understanding what matters most to you

Over 30 years serving procter and gamble families
Our Philosophy

Our Philosophy

A team approach

A team approach

roots of tree

Exceptional financial strength and stability

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