$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We believe you can manage life changes and transitions to your best advantage. After several decades of entrepreneurial success and capital markets experience, we have built expertise guiding clients through liquidity events. Whether you are considering selling your business, monetizing your corporate stock position, planning your legacy or transitioning to a new phase of your life, our goal is to empower you to make the best financial decisions with confidence and purpose.
While change is often not within your control, by engaging in a holistic approach, you can significantly improve outcomes. Complexity does not hinder our efforts; it simply inspires us to get to the core of an issue so we can deliver uniquely tailored advice and solutions for your wealth, your family and your future. This is what drives us each and every day. As your private wealth advisors, we serve as your most valued and trusted advocates before, during and after a planned, as well as an unplanned, life transition.
Nothing is secure but life, transition, the energizing spirit.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager