$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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