$3.9 trillion
In invested assets globally
As of 12/31/2022
Our goal is to be your single point of contact—the trusted advisors who strive to simplify and manage the many details of your life—financial and beyond. Taking an advanced planning approach with capital preservation our first priority, you’ll find we are always seeking better ways to manage volatility, reduce unnecessary risk and execute the right strategy for your needs today and for years to come.
The value of a Family Office Consultant
Family Office Consultant (FOC) is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
*Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.
$3.9 trillion
In invested assets globally
As of 12/31/2022
More than 150 years
offering financial advice
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022