$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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