$5+ trillion
In invested assets globally
As of 11/07/2023
Our disciplined approach, experience and tenure together as a team seeks to make a real impact on the lives of our clients.
We combine personalized wealth management for executives, business owners and their families with institutional consulting for corporations, non-profits and family offices. With the experience to help to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice dedicated to ensuring your independence and building long-lasting relationships.
We take the time to listen and gain a deep understanding of you, your family and your business. We work closely with you to develop a plan that connects all aspects of your financial world and delivers the type of service you would expect from a family office.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
