$3.9 trillion
In invested assets globally
As of 12/31/2022
Clients know that we always put their best interests first. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and challenges. At the end of the day, we recognize that earning your confidence requires integrity, trust and accessibility.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022