$2.8 trillion
In invested assets globally
As of 06/30/2022
Solutions. As a team, we have navigated many market cycles. With more than 70 years of combined experience, our team is passionate about helping clients reach their goals.
Flexibility. We are flexible managers who work well through change and uncertainty. No matter what the markets bring, we can deliver appropriate solutions.
Planning. Our proactive planning process enables us to anticipate your needs and potential risks—before issues arise
Access. You’ll benefit from direct, onsite access to our extended team of specialists in estate and trust strategies, advanced planning, portfolio structuring and lending.
Transparency. We’ll ensure you clearly understand all the factors that inform the management of your assets.
Collaboration. We coordinate with your professional team of CPAs, trust attorneys and managers to align our strategies and integrate your overall wealth plan.
When it comes to your family, your business or the legacy you leave behind, our team can help you address your current priorities, the issues you expect to face and the ones you may not see coming.
The greater your financial success, the greater your need for customized planning advice.
The answer to planning your future
Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?
Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager