$3.9 trillion
In invested assets globally
As of 12/31/2022
As a team, it’s our relationships that bring us the greatest satisfaction. It’s what drives our team. Our passion for providing advice that changes people’s lives makes every day meaningful. We are committed to helping you confidently pursue your most important goals.
“The more we know about you the better we can help you determine the best path for pursuing your goals. Understanding your life, and priorities will help us make the right recommendations for you.”
— Daniel Lewin
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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