$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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
