260
Collective years of experience
At the Radius Group, we take a comprehensive view of wealth—helping clients navigate every aspect of their financial lives with clarity and intention. Our approach is rooted in education, connection, and highly personalized service—so you can make confident decisions about what matters most.
Watch our video to learn more about our unique approach to wealth management.
260
Collective years of experience
16 person
seasoned team
$2 billion
Assets under management
Explore insights, tools, and resources designed to help you make confident, well-informed decisions, at every stage of your financial journey.
Microsoft Teams Webinar
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.
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.
Jason Draho, Head of Asset Allocation, CIO Americas, James Dobson, CIO Equity Strategist, US Energy and Utilities, and Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US, discussed the current US fiscal landscape and ongoing market and economic uncertainty at the midpoint of 2025. CIO’s outlook for the second half of the year was also covered.
July 02, 2025
$6 trn
UBS Group invested assets
As of 12/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024