$2.8 trillion
In invested assets globally
As of 06/30/2022
If you consider your good fortune to be a blessing, we think your wealth management should be as well.
We provide a business plan approach that helps our clients make good decisions around their important wealth management goals.
Our background in institutional investing and our deep history with multigenerational families, entrepreneurs, attorneys, and private equity executives gives us the perspective and knowledge you need to unlock opportunities, help preserve wealth and create continuity.
Good decisions are like compound interest. The sooner they are made, the better the results.
Podcast
What are the important goals and decisions that ultra-affluent families are thinking about?
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Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
Wealth Strategy Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
Wealth Strategy Associate
Wealth Strategy 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
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
