$3.9 trillion
In invested assets globally
As of 12/31/2022
Our seasoned Private Wealth team is dedicated to understanding you and your many priorities, to educating you about your choices and with the exceptional service you deserve, to helping you pursue what truly matters. Are you making the right choices for your family? Your company? The future? We help ensure that the wealth you’ve created best serves you and those you care about most—today and for generations to come. Whether it’s helping you structure your investment plan, estate or charitable strategy, transition your business or establish your family legacy, our team leverages the full depth and breadth of UBS resources and expertise to get you the solution you need.
Our clients include
We’re a relationship-focused team whose clients appreciate our hard work and attention to each detail, because they expect the same from themselves. We genuinely care about the challenges you face as you strive to grow and preserve our wealth, transition your business and build your family legacy. We hope to be the go-to team you can depend on to help you pursue all those financial goals so you can focus on other priorities in your 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