Backed by the strength of our parent company, UBS AG
$5.8+ trn
UBS Group invested assets As of 03/31/2024
More than 160 years
offering financial advice
A team approach
Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Outlook on interest rates
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
Investment Management
Prepared for opportunity, protected in times of volatility
Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.