$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Director
Senior Portfolio Strategist, WMA Portfolio Advisory Group
Managing Director
Global Family and Institutional Wealth, UHNW
Executive Director
Senior Wealth Strategist
Managing Director – Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Director
Senior Portfolio Strategist, WMA Portfolio Advisory Group
Managing Director
Global Family and Institutional Wealth, UHNW
Executive Director
Senior Wealth Strategist
Managing Director – Wealth Management
Private Wealth Advisor
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
