$2.8 trillion
In invested assets globally
As of 06/30/2022
More than mere words, this is the essence of how we serve you:
Simple. We simplify the complexities of managing wealth through our deep understanding of financial challenges. Our team spans multiple generations, giving us the unique ability to provide insight for every stage of life.
Personal. You benefit from highly personalized service tailored to your needs, your goals and your family—for today and tomorrow.
Complete. We’re not only comprehensive in the services we offer, we also cross generations in the clients we serve. For education funding, for retirement planning, for business and life transitions, philanthropy and legacy planning, we strive to be the one financial resource you’ll ever need.
Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth Management & Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.
$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