Deep experience. Global reach. Boutique approach.

Global Visionaries run enterprises to achieve the UN’s 17 Sustainable Development Goals. At UBS, we believe the private sector can play a crucial role in supporting innovative, sustainable solutions throughout the world. We help enterprises scale their positive change by connecting them with our network of employees, partners and clients.

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face. 

We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:

• Family Office Solutions Group
• Family Advisory and Philanthropy Services
• Global Family Office
• Portfolio Advisory Group
• Tailored financing solutions
• Global wealth management research