6 person
seasoned team
As a distinct team within UBS drawing upon a century of combined experience, we'll work alongside you to develop a tailored plan encompassing all of your complex investing, planning, and financing priorities. Our team offers a seasoned perspective and access to the dynamic presence of the world's leading wealth manager. No matter what you seek to accomplish with your wealth, we're here to help you unlock opportunity, create continuity, and empower your family for generations to come.
6 person
seasoned team
100+
Collective years of experience
$900M+
Assets under management
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.
The Global Wealth Report, now in its sixteenth edition, provides a clear and detailed picture of wealth generation and distribution in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets.
We hope this year’s report gives you valuable insights into the world of wealth and inspires you as you turn your financial vision into reality.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
More than 160 years
offering financial advice
$6.9 trn
UBS Group invested assets
As of 10/29/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
