$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our clients are seeking deep and lasting professional financial experience and knowledge. We provide counsel on issues in wealth planning, investment management, lending, and family office resources. Our collaborative and open architectural approach relies on UBS Financial Services, Inc.'s deep global network. Our tools provide insights into the complex financial challenges you may face.

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager