#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
It takes a special understanding to help meet the needs of our select roster of clients. We work with successful entrepreneurs, founders and business executives—all of whom demand a sophisticated and nimble approach to managing their wealth. An approach that recognizes the demands of a particularly fast-paced business environment. For founders, we help you harness and refine your vision for your wealth, now and looking ahead. If you are a business owner or executive, we can help you strategically and tactically navigate complex challenges and take advantage of unforeseen opportunities. Above all, we understand that the wealth creation process is a dynamic one—one that requires a trusted and informed advisor.
Let us help simplify your life, so that you can focus on what’s most important to you—whether it’s bringing a vision to life, managing a thriving business or embarking on an exciting new opportunity. At every stage, and through every challenge, we will work closely with you to identify a plan for your wealth and to chart a course for what’s ahead, no matter how complex or unexpected. Our experience and proven track record in working with successful wealth creators allows us to offer smart, strategic advice, drawing on UBS’s impressive global resources and working with you to craft a road map for your wealth that is intentionally designed to evolve with you, your business and your family.
In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.
*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
$3.9 trillion
In invested assets globally
As of 12/31/2022
14.2%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Financial Reporting as of 12/31/2022