Global insight for complex wealth

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Every day you must weigh major business decisions—and the impact they can have on your life and family. Our team has guided many owners and entrepreneurs as they evolve their businesses, explore new ventures or initiate transition events. We can bring clarity to the issues you’re facing and advise you on each detail and stage of the process.

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House View Monthly

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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A leader in wealth management

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14.8%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Company Reporting as of 03/31/2024

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for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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UBS Group invested assets
As of 06/30/2024