$5+ trillion
In invested assets globally
As of 11/07/2023
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$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