$3.9 trillion
In invested assets globally
As of 12/31/2022
Financial planning requires commitment and resources to help meet the sophisticated needs of wealthy individuals and families. Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals and families to help them pursue their wealth management goals.
You have wealth, our goal is to help you maintain it.
As an experienced wealth management team within UBS Financial Services Inc., we begin every conversation with a discussion of your risk tolerance, always moving towards your goals, always focused on you.
We believe our global capabilities and experience offer our client's the opportunity to build comprehensive strategic financial plans.
For us "Advice Beyond Investing" is not a slogan, it is our purpose.
Since 1989, we have been offering thought provoking advice.
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