Objective advice. Trusted relationships.

More access. More opportunity.

For more than 150 years, UBS has served the needs of the world's most exceptional families. Within the firm’s exclusive Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment and planning platforms, advanced strategies and global thought leadership on your behalf. We’ve never been better positioned to deliver the tailored opportunities our clients need.

For your investment portfolio

• Capital markets research
• Asset allocation
• Investment management
• Sustainable investing
• Private equity, hedge funds
• Structured and alternative solutions

 For your credit and lending needs

• Banking and lending services

 For your family and legacy

• Advanced trust, estate planning strategies
• Strategic philanthropy
• Family governance and next-generation education
• Family governance and education
• UBS Global Family Office

Focused on the needs of each generation

Our team helps you navigate the intersection of family, business, finance and legacy by building planning strategies that serve current generations and help meet the needs of future generations. No matter what phase of life you are in or the complexity of your financial situation, we offer a disciplined process for building a tailored, comprehensive plan.

Trust and legacy planning strategies
Your family’s financial security may depend not only on how you manage your wealth today, but also how you protect and preserve it for the future. Estate planning and personal trusts can help ensure ongoing management of your assets, help minimize or eliminate estate and transfer taxes and protect your assets across generations.

Multigenerational wealth
We take the time to understand your family wealth dynamics and the important decisions you face. As dedicated planning specialists, we provide timely strategies that help grow and protect income and safeguard the preservation and transfer of wealth.

A key focus on philanthropy
We’ll work with you and your family members on a philanthropic plan and participation process for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions and access to local organizations.

Customized strategies focused on your priorities

With direct access to the global resources of UBS, we can help you weather market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions. We will work with you to provide tax-advantaged programs and quality investment strategies tailored to your needs.

Customized portfolio management
As your discretionary portfolio manager or by working with select money managers, our team builds custom portfolios from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments and quickly adapt to global changes in the markets or in your life.

Asset allocation and risk
Through our comprehensive due diligence and planning process, we gain a deep understanding of your entire financial picture. This allows us to craft an asset allocation based on your financial plan that seeks to balance your tolerance for risk with your family’s growth and income goals.

Open access
We are product-agnostic. We provide advice on and access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined planning process, ensures our team develops customized strategies specific to your unique situation that are based on highly focused research.

Communication on a deeper level

We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms. Our team’s high-touch service helps to simplify your financial life by connecting you to the guidance and resources you need.