260
Collective years of experience
Step into The Inner Circle, a dynamic and engaging podcast hosted by The Radius Group of UBS. Leveraging their extensive wealth management experience and a diverse network of industry experts, The Inner Circle explores the latest trends while sharing timeless wealth management techniques. Don’t miss out – elevate your financial knowledge by joining The Inner Circle today!
260
Collective years of experience
15 person
seasoned team
$1.8B
Assets under management
Microsoft Teams
October 03 2024
12:00 PM-1:00 PM Eastern
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
