Your goals. Our comprehensive plan.

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.


Wealth planning across generations

roads overhead

Strategic investment management


Sophisticated portfolio management


Credit and liquidity solutions

Unique clients. Tailored advice.

We strive to meet your full range of needs, with a single touchpoint for you and a truly comprehensive array of resources, solutions and insight—for every dimension of your life.

Unique clients. Tailored advice.

Business owners and entrepreneurs

Business owners and entrepreneurs

Smart planning for executives

smart planning

Smart planning for executives

Planning for athletes and entertainers

Planning for athletes and entertainers

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.

  • Customized financial planning coordinated with your agent and accountant
  • Cash management and banking services
  • Asset protection planning
  • Charitable giving

Trends and perspectives

Backed by the strength of UBS

A global leader in wealth management

$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