$3B
Assets under management
$3B
Assets under management
395
Collective years of experience
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
We recognize that access to premier resources and opportunities is a priority for our clients. That's one of the key reasons we're here at UBS. But to our team, the personal relationship we build with you and your family is equally important. We believe you deserve and will receive the highest level of attention and service. From our focus on knowledge and education- yours and ours - to our commitment to being your "personal financial advocate," we are a truly collaborative team that will work with your other professional advisors and deliver a trusted source of advice across all areas of your financial life.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
