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$7 trn
UBS Group invested assets
As of 12/31/2025
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Vice President–Wealth Management
Financial Advisor
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Balancing living and giving
Discover strategies to make your savings last
The latest Chief Global Investment Office Investment Management report outlines how families can thoughtfully balance living and giving by aligning spending, gifting, and legacy goals with long-term financial security. It explores the trade-offs between supporting lifestyle needs, maintaining flexibility, and making a meaningful impact over time.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
51 countries
Our global footprint
