$3.9 trillion
In invested assets globally
As of 12/31/2022
Understanding sensitive family dynamics around wealth, inheritance and philanthropy enables us to develop a long-term financial solution for your specific needs. We recognize that clients’ situations change along with the market environment; therefore, it is crucial to maintain open communication to ensure that your investment strategy reflects your changing needs and expectations.
Our approach is based upon five pillars: discovery, wealth planning, investment strategy, commitment to service and most importantly, communication.
Discovery
Wealth Planning
Investment strategy
Commitment to service
$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