$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our team’s personalized approach provides goal-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofit organizations.
Whether we are advising an organization or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Through our personalized approach, we promise to help provide:
Our team has the capabilities and experience to offer sophisticated advice designed specifically for your situation. You can be confident that the strategy we develop is based on what you or your organization need.
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