Global leader
UBS is a leading and truly global wealth manager
The interplay of your business and personal finances requires a team that understands the specific needs of business owners. Our team’s mission is to guide business owners as they journey from growing and reaping the rewards of their hard work, to selling their business and making an impact on the people and causes they care about. With this focus we can help you manage your financial life as a whole, take your business to the next level, consider all your options for exiting and design a plan for life post-sale.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
Global leader
UBS is a leading and truly global wealth manager
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022