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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Senior Portfolio Manager
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
Credentials
Financial Advisor
Senior Portfolio Manager
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
Credentials
Watch the all-new series: PlayersTV’s Level Up, presented by UBS
Some of the top athletes in professional sports share their experience on managing money in our all-new financial literacy series, Level Up, featuring renowned athletes like NFL’s Austin Ekeler, NBA’s Malcolm Brogdon, Track Olympian Kristi Castlin and more. Binge all 10 shows at ubs.com/legacy.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
