$3.9 trillion
In invested assets globally
As of 12/31/2022
Successful executives, business owners, and next generations of family wealth need comprehensive financial planning and investment management solutions that fit their often complex needs. Many advisors can offer wealth management solutions, but not everyone will take the time to understand how they can bring all of these solutions to their client's. Our holistic approach and ability to deliver the full resources of one of the world's largest wealth management firms gives us a perspective to provide tailored advice for today, tomorrow, and future generations.
Managing Director–Wealth Management
Account Vice President
Financial Advisor
Wealth Strategy Associate
Wealth Management Associate
Managing Director–Wealth Management
Account Vice President
Financial Advisor
Wealth Strategy Associate
Wealth Management Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$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
