Global leader
UBS is a world-leading wealth manager
We deliver maximum value and demonstrate genuine care for our clients.
Knowledge and investment experience
Together, we have spent more than four decades navigating diverse financial markets.
Tailored advice that delivers on the exception
We put your best interests first. This means using our resources and knowledge to deliver on specific needs, particularly where a standard approach may not be enough.
Our long-standing relationships and connections
We have established deep connections within and outside of UBS, which enable us to serve you better.
A small but select group of clients
To ensure we meet our high quality standards, we limit our practice to a small, select group of clients.
Service rooted in excellence
We are committed to bringing the highest standards of professionalism to each relationship.
Private Wealth Advisor
With this designation, we are qualified to address the complex needs of successful clients.
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Team Administrator
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Team Administrator
Senior Client Associate
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
Find out what we think about the markets and economic trends that may impact your financial world.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
Global leader
UBS is a world-leading wealth manager
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
