$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for generations to come.
Our team helps assist non-profit organizations by offering strategic guidance and advice to their investment committees and governing bodies. This helps them achieve their missions while confidently managing their fiduciary responsibilities.
Our team understands that you require careful planning and thoughtful guidance. We work with you to build a tailored investment strategy that can support your long-term mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:
Nonprofit organizations, endowments, and foundations face complex challenges. We take the time to look at your financial landscape holistically, and to understand its distinctive situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.
Many of our clients include a diverse group of entrepreneurs, corporate executives and professionals. Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.
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
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Chartered Retirement Planning Counselor
Senior Vice President–Investments
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst
Senior Wealth Strategy Associate
Certified Investment Management Analyst
Wealth Management Associate
Accredited Wealth Management Advisor
Wealth Management Associate
Chartered Financial Consultant
Senior Client Associate
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Chartered Retirement Planning Counselor
Senior Vice President–Investments
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst
Senior Wealth Strategy Associate
Certified Investment Management Analyst
Wealth Management Associate
Accredited Wealth Management Advisor
Wealth Management Associate
Chartered Financial Consultant
Senior 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.
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.”
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
