$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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