$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager