$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager