$3.9 trillion
In invested assets globally
As of 12/31/2022
As a dedicated Private Wealth Management team, we provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy. Because of our three decades of experience, disciplined process and a commitment to each generation, we are trusted by families of significant wealth to deal with their most sensitive financial challenges.
You can count on us because:
- We always do what’s best for you by concentrating on wealth planning. We draw from UBS’s comprehensive planning, investing and research resources.
- Our first priority is to help protect and preserve your prosperity. Our investment strategies center on diversified asset allocation and risk management.
- Our compassion, discretion and shared enthusiasm for family and community have helped us build enduring and trusted relationships across generations.
Our practice is dedicated to gaining a deep understanding of you and your family. We create deep working relationships by providing trusted advice and personalized service focused on maintaining the wealth you’ve created.
As UBS Private Wealth Advisors, we can work with you to address your most sophisticated wealth challenges. With access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks, you’ll have opportunities to find solutions to your most complex financial needs.
Our extended team resources include:
- UBS institutional strategies
- Portfolio Advisory Group
- Credit and liquidity solutions
- Advanced planning
- UBS Global Family Office
- Family Advisory
- CIO Global Wealth Management Research
$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
Managing Director–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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
