$3.9 trillion
In invested assets globally
As of 12/31/2022
With the experience to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice and education dedicated to ensuring your independence and building long-term relationships.
Our devoted team will work closely with you and your other trusted advisors to simplify the challenges that come with protecting, growing and transitioning wealth. Through our personalized approach, we promise to help provide:
Tremendous changes continue to transform the economy. We filter out a lot of the noise that can confuse even the most sophisticated investor, so you can use your resources effectively to create more opportunity.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager