$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Whether you oversee a 401(k) plan that needs to fund successful retirements, an endowment that must meet obligations for decades to come or your own family’s legacy, you need a serious approach to the task at hand. We connect money with its purpose, designing customized strategies for complex financial needs.
Since 1984, we have worked with companies, institutions, and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $60 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide. We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
