$6.9 trn
UBS Group invested assets
As of 10/29/2025
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
By managing all aspects of their financial life , we help provide for all of our clients the confidence to pursue the life they envision.
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Escape velocity?
Our Chief Investment Office presents its outlook for the new year in the 2026 edition of Year Ahead.
Stocks are rising on AI momentum, but inflation and national debt pose new challenges. Let’s review the research together and find the best solutions for the year ahead—and beyond.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
