Let's move forward. Together.

We think strategically about you and your family. Our rigorous and disciplined wealth management process allows us to be constantly focused on your priorities and actively engage in the markets. We help simplify your financial life by offering holistic advisory services that include specialized private wealth planning, investment management, asset allocation, risk management, retirement and estate planning strategies, and wealth transfer strategies.

A wealth plan for your complex life

Services for every stage of life

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights