$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We recognize today is a different world where people value wisdom over information. That's why it's so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. Our team of seasoned Advisors and service professionals are committed to listening to every client, assessing their priorities and developing a clear, actionable plan for ensuring each wealth-related decision works together toward the goals they've set. Equally important, though, are the relationships we build–our clients are truly our most valued assets.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager