$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
It's easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.
Founded in 1989, The Quantum Group brings years of expertise across the disciplines of comprehensive financial planning to every relationship. Our team-based approach allows us to leverage that depth as we focus on delivering world class service to our clients.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
