$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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 $38 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide.1 We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.
1 As of 12/31/2019.
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.
Managing Director–Investments
Financial Advisor
Managing Director–Investments
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Associate Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
Senior Client Associate
Associate Director
Team Administrator
Managing Director–Investments
Financial Advisor
Managing Director–Investments
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Associate Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
Senior Client Associate
Associate Director
Team Administrator
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.
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
