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$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Lets connect
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
51 countries
Our global footprint
Largest
UBS is the world's largest wealth manager1
1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.
