$3.9 trillion
In invested assets globally
As of 12/31/2022
When it comes to your family, your employees or your organization, you have important goals and specific concerns. You need the guidance of an experienced advisor or Institutional Consultant, backed by the resources of a global wealth manager.
Our teams mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. We draw on our own knowledge and industry designations, as well as the full capabilities of UBS, to design creative strategies that reflect your unique situation.
One Wealth Consulting Services team-based approach helps our clients navigate the ever-changing world and complex financial landscape by delivering comprehensive advice and customized financial strategies.
Senior Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
Senior Vice President–Investments
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Management Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
Senior Vice President–Investments
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Management Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
