$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
