Architects of a lasting legacy

Private Wealth Management

New York Skyline

Preserving your wealth. Helping to protect your legacy.

With over two centuries of combined experience, our team manages wealth for a select group of highly successful individuals, family offices, foundations and endowments throughout the country. We respect your time and priorities and offer you comprehensive, professional capabilities to simplify your financial life.

Our holistic wealth management approach is based on a clear understanding of your needs. We provide individualized solutions that are dynamically managed over long periods of time. With our sophisticated investment and planning tools, we help mitigate risk, seek to optimize returns and offer the potential to minimize taxes and facilitate efficient asset transfers.

 

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Telescope

Holistic wealth management

tablet

Investment advice

Stairs

Customized solutions

Long-term relationships

The proof is in our numbers

$2 billion

Assets under management

11 person

seasoned team

200

Collective years of experience


Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights