$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Kaiser Group is a unique global wealth management team focused on financial planning and holistic investment solutions for both domestic and non-US based individuals and families. The Kaiser Group works to build personal, long-lasting, and successful relationships with their clients through their unwavering commitment to their core values of Trust, Integrity, Adaptability, and Excellence.
The team specializes in working with Business Owners, Executives, Retirees, and Multi-generational Families to craft an individualized wealth management strategy to meet the specific goals of each particular client. By taking into account myriad factors including life goals, taxation, market conditions, geopolitical environment, and risk management, the Kaiser Group is able to create a client-specific financial roadmap tailored to assist with navigating the complex global investment environment.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager