$3.3 trillion
In invested assets globally
As of 12/31/2021
Rankin Wealth Management has provided generations of families with professional and timely advice in diverse market conditions. Our disciplined, plan-based approach is built on a commitment to developing cohesive, multi-generational relationships, working closely with parents, grandparents and children through every major life milestone.
Each of our clients is important to us. While we have always been invested alongside our clients, Rankin Wealth Management is about more than managing money. We build long-term relationships and friendships through trust, service and integrity.
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.
A Liquidity strategy can help.
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Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.
$3.3 trillion
In invested assets globally
As of 12/31/2021
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager