$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Does your strategy embrace it?
And your portfolio reflect it?
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
