$7 trn
UBS Group invested assets
As of 12/31/2025
![[Wealth Way] Multigenerational planning](mediahandler/dynamicmedia/628667/_Wealth Way_ Multigenerational planning.jpg)
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Financial Advisor
Financial Advisor
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.
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
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.
Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.
July 02, 2026
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$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
