$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Private Wealth Advisor
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Private Wealth Advisor
Team Administrator
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Private Wealth Advisor
Team Administrator
Senior Wealth Strategy Associate
Senior Registered 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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
