$5.9+ trn
UBS Group invested assets
As of 06/30/2024
You have dreams, questions and concerns about making the right decisions regarding your money. You expect clear answers and solid guidance from your advisor.
We offer a complete vision for managing wealth. As a family team, we pride ourselves on the candor and ease of communication that we develop with each generation of our clients’ families. Our approach is based on building trusted relationships and is supported by three distinct, yet integrated, values:
Integrity
You should understand what’s right for your unique situation.
Experience
You should feel confident that you’re doing what’s right.
Transparency
You should know you’re getting a fair price for the services provided.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager