$6 trn
UBS Group invested assets
As of 12/31/2024
Your wealth is about more than stocks and investing. It’s about you. You need to know you can move forward with your greatest ambitions, no matter what life or the economy brings. We organize your financial life in a way that gives you confidence you’ll have what you need–when you need it.
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.
The Global Wealth Report, now in its sixteenth edition, provides a clear and detailed picture of wealth generation and distribution in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets.
We hope this year’s report gives you valuable insights into the world of wealth and inspires you as you turn your financial vision into reality.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Your wealth is about more than stocks and investing. It’s about you. You need to know you can move forward with your greatest ambitions, no matter what life or the economy brings. We organize your financial life in a way that gives you confidence you’ll have what you need–when you need it.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
Senior Registered Client Associate
CERTIFIED FINANCIAL PLANNER®
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Registered Client Associate
CERTIFIED FINANCIAL PLANNER®
Client Associate
Client 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.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
