$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.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
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.
$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