Global leader
UBS is a world-leading wealth manager
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Recognized as the Best Bank in North America for Wealth Management (source: Euromoney, 2021), UBS has financial advisors who are best-in-class in the industry. Locally in the Soundview Market, our advisor teams enjoy the best of both worlds: the resources of a global wealth management firm – the only true global platform servicing high net worth and ultra high net worth clients – and a strong local leadership team who are focused on what’s important – serving our advisors and our clients in every way, as conveyed in our Soundview hashtag.
#BestTeamBestPeopleBestCulture
We put our advisors and their clients at the center of everything we do. Bound by a culture of servant leadership, our management team is committed on a daily basis to solve your client’s complex problems, while also delivering elegant solutions to help you succeed.
The local team, filled with varied skillsets and unique expertise, combined with a close proximity to our U.S. headquarters and senior leadership, will put you in the best possible position to propel your business forward.
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.
Global leader
UBS is a world-leading wealth manager
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022