A distinctive partnership for the needs of investors of significant means.
As an investor of significant means, you deserve unique expertise, individual attention and a partner who understands both the challenges and opportunities that can come with substantial wealth.
In today’s global economy, UBS Private Wealth Management and our exclusive team of Private Wealth Advisors deliver a welcome perspective on pursuing and reaching your goals. Beyond traditional investing, our Private Wealth Advisors bring time-tested experience, seamless execution and a fundamental understanding of the needs of investors with significant wealth. This includes forward-thinking, complex problem solutions and a level of knowledge, proficiency and service unmatched by any other wealth management firm.
Private Wealth Advisors undergo extensive accreditation in a range of sophisticated wealth management strategies for individuals, businesses and institutions, and work with a limited number of individuals and families, which allows them to focus more directly on clients' needs.
To further enhance their ability to find the right solution for you, Private Wealth Advisors can access consultants with focused expertise in liability management, multigenerational wealth transfer and business transition as well as tap into the broader capabilities of UBS AG, including the Private Bank and Investment Bank. Additionally, Private Wealth Advisors can connect you to senior research analysts and UBS leadership when you need it most. In fact, every aspect of the Private Wealth Management experience is designed to ensure we consistently deliver above and beyond your expectations.
If your net worth is more than $25 million and you would like to speak with a Private Wealth Advisor about how our global wealth management services may serve you and your family’s particular needs, contact a Private Wealth Management office.
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