$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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