$3.9 trillion
In invested assets globally
As of 12/31/2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
We ask the questions that are important to the client. Because of our model, our clients get to spend their time doing the things that they enjoy. Our combination of integrity and work ethic make our client experience superior.
We ask the questions that are important to the client. Because of our model, our clients get to spend their time doing the things that they enjoy. Our combination of integrity and work ethic make our client experience superior.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice