$7 trn
UBS Group invested assets
As of 12/31/2025
Our commitment is to help you build and preserve your wealth, engineer a sound and well-executed plan to meet your financial goals. At UBS International, we are committed to be your trusted global financial advisors. For several decades, we have been helping clients develop and implement financial strategies designed to meet their unique needs and diverse lifestyles. We further help clients refine their strategies for transferring wealth to the next generation and guide the next generation on building that wealth. Our team has over 30 years experience in the industry.
We manage more than $2 billion in client assets serving clients in the USA, Taiwan, China, Hong Kong, Philippines / S.E. Asia, and Canada. Our team has extensive experience in global investment management, international cross-border estate planning, offshore trust, and company structures for special purposes and estate planning tools.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Registered 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.
$7 trn
UBS Group invested assets
As of 12/31/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
