UBS Wealth Management
UBS Wealth Management is one of the leading global wealth managers in the world. It provides a comprehensive range of services, investment advice, portfolio consulting, and wealth planning services to more than 590,000 wealthy individuals, family offices, and institutions in over 50 countries. UBS Wealth Management is part of UBS Group, the world’s largest wealth management company.
UBS Wealth Management is headquartered in Zurich, Switzerland, with additional offices in the Americas, Europe, Asia-Pacific, the Middle East, and Africa. The firm has over 57,000 employees and strong global presence, giving them unparalleled access to global markets, exceptional research capabilities, and specialist investment services. UBS Wealth Management has an experienced team of experts working with clients to make informed decisions which include chief investment officers, currency experts, strategists, asset allocation specialists, and more.
UBS Wealth Management has a long history of providing financial advice, investment solutions, and wealth management services that have helped people all over the globe grow, protect, and enjoy their wealth. Their relationships with clients are based on trust and understanding, going beyond financial advice to create relationships that last generations. UBS Wealth Management is focused on offering customized solutions that are tailored to meet the specific needs and goals of their clients.
The firm provides a wide range of products and services, including tailor-made investment planning, private banking and brokerage, asset management, wealth and estate planning, private equity, business banking, and financial advice. UBS Wealth Management serves clients across the wealth spectrum, from first-time investors to ultra-high-net-worth individuals. Their services are provided in collaboration with other UBS Group companies, such as UBS Asset Management, giving clients the ability to access a full suite of products, services, and advice.
UBS Wealth Management is continuously evolving, staying ahead of the competition by reinvesting in digital tools and incorporating a decentralized approach to doing business. As part of their commitment to remain on the leading-edge, UBS Wealth Management has launched UBS Neo, a digital platform which provides clients with real-time services, data access, and visuals and charts tailored to their preferences. UBS Wealth Management also offers UBS Onesource, a curated selection of products and services from top providers around the world, to help build and protect wealth from a global perspective.
UBS Wealth Management has a strong dedication to helping their clients achieve their financial goals. They provide a full suite of services including financial planning and advice, optimized wealth management strategies, and personalized and comprehensive industry knowledge, to help their clients navigate the challenging and ever-changing world of finance and wealth management.
