Welcome from the President and CEO, Wealth Management, Sarah Bevan

Your goals come first at UBS

On behalf of all of us at UBS Wealth Management in Canada, welcome to our website.

Why do discerning investors around the world entrust assets of CAN $2.4 Trillion to the UBS group? We believe it is because of our reputation for outstanding global investment expertise combined with our confidentiality and security. And because we relentlessly pursue a single aim: your financial goals.

Worldwide, UBS is the wealth management provider of choice for high net worth investors. Wealth management is our core business and UBS has a platform that is unlike any other in Canada. We leverage the global resources and capabilities of UBS to help you reach your destination. And along the way, you'll experience a high standard of private client service from a dedicated client advisor - an experience we believe no one else in Canada can deliver.

We offer an outstanding private client experience that begins with our Four-Step Advisory Approach - a proven approach that draws together every aspect of your financial situation to deliver a truly comprehensive solution. It is the cornerstone of the UBS Client Advisor relationship and is employed around the globe.

It is this approach that has earned UBS the distinction of being the "Best Global Private Bank" for high net worth individuals as ranked by Euromoney Magazine (2012).

At UBS:

  • We explain the various ways in which we charge for our products and services and how your Client Advisor is compensated. One of the most important steps in our wealth management process is your understanding of the services we provide and our related fee structure.

  • Our Client Advisors do not push products. The Four Step Advisory Process and you guide the relationship.

  • Our Client Advisors have, on average, 100 private client families - enabling them to spend more time and energy on each one. Client families have, on average, a relationship that spans more than 49 years with UBS.

I invite you to learn more about UBS by contacting us directly.

Thank you for thinking of UBS,

Sarah Bevan
President & CEO
UBS Bank (Canada)