$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Private Wealth Management
The uncertainties that frequently plague investors make it clear that it has never been more necessary to partner with professionals who have a sophisticated understanding of the markets. During our more than three decades together, the Willens Group, quite literally, has "seen it all” and has a track record of guiding our clients through market upheaval. In these times, the benefits of having a “steady hand on the tiller” cannot, and should not, be dismissed.
The Willens Group pledges to leverage the vast resources of UBS Private Wealth Management for the benefit of our clients and their future generations. We are completely committed to providing exceptional service and we remain sensitive to our clients' unique situations. We create a tailored strategy that incorporates all your complex investing and planning priorities to help you pursue your goals.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
