$6 trn
UBS Group invested assets
As of 12/31/2024
![[PWM] Woman in dune grass in coastal setting](mediahandler/dynamicmedia/628642/_PWM_ Woman in dune grass in coastal setting.jpg)
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. This relationship is even more important during periods of life transition–particularly retirement. Whether your retirement is a few years or a few decades away, it's important to start thinking about how you want to live your future. Talk to us about how we can help you with the financial guidance and resources you need to embrace your future with confidence.
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Team Administrator
Wealth Management Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Team Administrator
Wealth Management Associate
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.
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.
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
