$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our team is built on a simple promise: every client deserves clarity, respect, and guidance they can trust. We believe wealth management should feel transparent and personal, not overwhelming. That’s why we commit to clear communication, tailored financial advice, and proactive support that keeps you informed and confident at every step.
You can expect secure handling of your information, straightforward explanations, and direct access to the people who manage your financial life. We monitor your plan and portfolio with care, review your progress regularly, and make adjustments as your goals evolve. Our goal is to give you peace of mind knowing you have a team that puts your best interests first and treats you with the professionalism and dignity you deserve
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.

Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$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