$6 trn
UBS Group invested assets
As of 12/31/2024
Private Wealth Management
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
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.
Senior Vice President–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Client Associate
Senior Vice President–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Client 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.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
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.
You. Connected.
There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.
A select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.
Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.
$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
