$6 trn
UBS Group invested assets
As of 12/31/2024
We believe that the best experience begins with the right Financial Advisor. That's why our leadership team works with our Financial Advisors to create a supportive environment—one that fosters leadership, service excellence and productivity. From our rich tradition of wealth management experience and valuable intellectual capital to local-level decision making that responds readily to addressing clients' needs and goals, UBS Financial Advisors have the right resources to make a difference.
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.
Executive Director
Market Director
Associate Director
Associate Market Executive
Director
Supervisory Officer
Director
Admin Manager
Branch Office Administrator
Trade & Processing Specialist
Executive Director
Market Director
Associate Director
Associate Market Executive
Director
Supervisory Officer
Director
Admin Manager
Branch Office Administrator
Trade & Processing Specialist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
