$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
$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