$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
How can couples make financial decisions together?
A recent UBS Own your worth report found that only about 20% of heterosexual couples make long-term financial decisions together. Yet nearly all men and women surveyed said they believe women should be more involved in financial decisions. So, how can we bridge this gap and break down barriers to encourage greater participation among couples? Learn more about how you and your partner can pursue your financial goals—together.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
5 Things with Tracy Byrnes is a fast, fun, informative way to educate female founders. Byrnes, a former FOX Business anchor/reporter, now is a financial advisor on a mission to empower, encourage and enlighten female entrepreneurs. Every episode will offer "5 things" to know about a particular subject, so come ready to laugh and learn as we cover it all - from getting loans to analyzing cash flow.
$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
