$3.9 trillion
In invested assets globally
As of 12/31/2022
Your time and efforts reflect your core beliefs. Your organization and its donors give back to the community. And now, through sustainable and responsible investing practices, your contributions can reflect those same values.
Investments that meet environmental, social and governance (ESG) criteria have become one of the most significant trends in the financial world. The Sustainable Trends Group–led by Paul Walker and Richard Suss–has the expertise, capabilities and open architecture to help our clients align their financial assets with their personal and philanthropic ESG goals.
Specialized research focusing on a range of ESG issues
Portfolio construction to include ESG investments which fit within investment policy guidelines
Board and donor or patron education
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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