$750 million
Assets under management
$750 million
Assets under management
7 person
seasoned team
18
Years in business as a team
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
You could say our "job" is managing wealth. To us, though, it's not a job at all, but a passion. And a promise.
Our highly credentialed team offers thoughtful perspectives and proactive service to help meet your goals, no matter how complex. Our team strives, relentlessly, to make sure you feel well taken care of. We are your partner and sounding board. Most importantly, we put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.
$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