$5+ trillion
In invested assets globally
As of 11/07/2023
We are a New York based team of experienced financial professionals with both wealth management and institutional experience derived from the team's previous roles in institutional fixed income, structured products, and portfolio management.
Focused on the needs of ultra high net worth individuals, families, family offices, and select institutional investors.
Delivering the advice, expertise, and global resources needed to address the complex, mutli-generational challenges of managing significant wealth.
We offer best in class execution in equities, fixed income, commodities, and rates products, in addition to access to strategists, economists, and analysts that offer advice and look for opportunities in every region and sector.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager