$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
