$6 trn
UBS Group invested assets
As of 12/31/2024
Each of us at The Weber Group pride ourselves on the compassion, candor and ease of communication that we develop with each client. Our team is dedicated to helping you and your family address the specific opportunities that come with personal and business success. We listen to your financial concerns, embrace your planning expectations and come to understand your motivations and passions.
When meeting the challenges you face at every phase of life—be it transitioning a business, purchasing a dream home, starting a foundation or facing a loved one’s health issues—we provide planning guidance that is specific to your goals. That’s how we aim to be an integral part of each generation of your family’s financial decisions.
With our comprehensive approach, we focus on finding the right blend of investments that are right for your unique situation.
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
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager