$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager