$6 trn
UBS Group invested assets
As of 12/31/2024
R3 Wealth Management provides a diverse clientele of individuals, business owners, corporate executives, and institutions with personalized investment management and financial planning. We are singularly dedicated to understanding your financial needs and helping you grow and protect what you have carefully built over time.
As you face life’s most important questions, we will work with you to explore opportunities and prepare for challenges. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused solely on your unique situation. Additionally, we commit to each generation of our clients’ families, by working closely together to help shape their financial future and meet their goals.
We believe that successful wealth management should focus on Liquidity, Longevity & Legacy which is only achievable when your goals are specifically defined and your financial assets are uniquely managed to provide exceptional results.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager