$6 trn
UBS Group invested assets
As of 12/31/2024
With a commitment to understanding all your financial needs, we address the challenges you face in today’s ever-changing environment. We deliver what you need most: Advice and solutions that help you pursue all of life’s goals. As a multigenerational team with diverse backgrounds and experience that spans several decades, you benefit from our personal insights and guidance—and our keen understanding for how priorities shift with time and age.
Whether you’re pursuing personal, business or family goals, our team delivers the added value to help you find the right solutions—with advice tailored to your individual circumstances and all you’d like your wealth to achieve. And we offer access to the vast resources of UBS, one of the world’s largest wealth managers.
Our clients truly value the deep relationship they have with us. We strive to be the only call our clients need to make to address any financial need.
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.
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