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
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
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.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 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
