$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At The Personal Wealth Management Group, our empathy and understanding have earned our clients’ lifelong trust and created strong bonds across generations of families. Our highly professional team offers planning and portfolio management focused entirely on you, your family and your business.
Beyond our comprehensive capabilities, we offer something even more valuable—a personal commitment to relationships that can be hard to find today in a world where productivity often comes before people. That’s why we’re dedicated to:
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager