$3.9 trillion
In invested assets globally
As of 12/31/2022
As a father and son team, we bring the values of our close-knit family to yours. Through planning, professional investment advice and multigenerational education, our goal is to get to know your entire family on a personal basis and offer the guidance you need to make informed financial decisions.
We think of our practice like a family office so we can provide an exceptional degree of service to you and the people you care about. With the complexity of today’s markets and uncertainty about tomorrow’s economy, you can rely on us for our wise perspective, good judgment and deep experience.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager