Benefit from our insights

Advice made stronger with the right partner

Empty boardroom

Our team’s disciplined approach combines personalized guidance on the complexities of multigenerational wealth management for individuals and their families, along with retirement plan consulting for businesses and organizations. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.

Individuals, business and institutions rely on us for our expertise, responsiveness and customized wealth management and planning solutions.

- Integrated Wealth Management

Plan sponsors

Plan participants

Financial planning

Customized investing

Dedicated service

Global Wealth Report 2024

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.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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