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- Our Advisors' priority is clear: you
- Our insights on markets, economy and trends
UBS Wealth Management in the US
A global leader to match your ambitions
We’re committed to understanding what wealth means for you. Because it means something different to all of us.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality.
The result? Financial advice that is finely crafted for what matters most to you.
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Latest insights
Our current thinking to keep you ahead of the curve
UBS ElectionWatch 2024
Trump or Biden? Discover the investment implications.
Read ElectionWatch 2024 for insights into how to position your portfolio.
- Read UBS ElectionWatch 2024The second UBS ElectionWatch 2024 report dives into how different results may affect your portfolio
UBS Road to the Election weekly video series Explore key topics of the 2024 US election
Markets & economy 10 reasons to put cash to work
Let’s have a conversation about your goals.
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Our approach to wealth management
UBS is exclusively dedicated to delivering exceptional wealth management as we have always done for more than 160 years. Unlike other firms that include wealth management among their offerings, our singular focus positions us to better serve your needs at every phase and every stage of life.
Advice
Pursue your financial goals today, tomorrow and generations to come
- Tailored advice and investment strategies specific to your financial goals
- Custom asset allocation, portfolio management and financial planning
- Wealth planning for you and your family to pursue your goals with confidence no matter where you are in life
Explore our approach.
Go to Wealth Way*
Solutions
Create an overall wealth strategy that supports you in every stage of your life
- World-class planning, investing, banking, and philanthropic solutions tailored to your needs and goals
- Private wealth management services, including advice, resources and bespoke solutions for those with significant wealth
- Workplace solutions for your employees with retirement plans, equity compensation plans and financial wellness services
See the full range of our offerings.
Insights
Understand the markets, economy, trends and investor mindset
- Portfolio strategy, asset allocation and sector guidance for short-and long term investments from our Chief Investment Office (CIO)
- Insights into what’s on the minds of investors with original research and perspectives fromUBS Investor Watch,UBS House Viewand more
- Access exclusive interviews and insights from the world’s top thought leaders across industry, government and business
Learn from our perspectives.
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Who we serve
Helping individuals, families, and organizations unlock a wealth of possibilities
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
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- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
See our offerings
- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
See our offerings
- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
See our offerings
- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
See our offerings
- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Individuals and families
We can turn your possibilities into a plan—for you, your family and the world.
See our offerings
- Planning
- Investing
- Banking
- Giving
Specialized client segments
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
Visit our segments
- Athletes and Entertainers
- Business owners
- Multicultural investors
- Multigenerational wealth
- Women and finances
Ultra-high net worth investors
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
See our offerings
- Private wealth management
- Advanced planning
- Family office solutions
- Family advisory and philanthropy
Companies & organizations
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
See our offerings
- Financial wellness
- Retirement plan services
- Equity plan services
Wealth segment research
Our latest research, insights and events about what matters most to you
Announcing the UBS Family Office Quarterly
Topics to help executives excel and to advance the family office industry.
Explore the latest insights5 steps to a successful business sale
Business owner segement research
Find out moreWealth and the single woman
The opportunities and challenges of being in financial control
Find out moreInvesting for living and giving
How Hispanic families invest to advance
Find out more5 key steps to navigating the NIL landscape
Athletes and Entertainers segment white paper
Read the NIL playbook
Markets and economy
Our latest analysis of the markets, economy, and trends
Get in touch
Together, we can help you pursue what’s important
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*UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Expiration: 10/31/22 Approval date: 10/28/2021 Review Code: IS2105808
