Our solutions, we address all dimensions of your wealth

What really matters to you? Benefit from the expertise of the best bank for wealth management1 to help you achieve your financial goals.
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Explore our solutions and services

At UBS, our goal is to address all dimensions of your wealth so we can deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.

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Banking is our craft

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

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UBS Wealth Way

Financial planning for your life projects.

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term goals in life.

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Access to our financial insights

Looking for the intelligence you need to power your wealth management goals?

Benefit from the insights of our award-winning Chief Investment Office wherever you are.*

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About us

With UBS, you’ll benefit from over 160 years of experi¬ence helping our clients pursue what matters most to them – in life and in business.

Our history in Brazil begins in 1953, with the opening of the first UBS office in São Paulo. Today, we have more than 1,200 employees distributed between São Paulo, Rio de Janeiro, Curitiba and Recife. 

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Wealth Management UBS Brazil

We have changed our name, but our commitment remains the same: to offer personalized services to assist you in managing and protecting your wealth.

On June 12, 2023, Credit Suisse Group AG was acquired by UBS Group AG. As part of this process, we have migrated our documents and legal information to the new UBS platform in Brazil (in Portuguese only).

Why UBS is your right partner

With UBS you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
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Globally connected, locally active

As the largest truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks3. We are present in all leading financial centers worldwide.

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Excellence for the long term

With over 160 years of experience, UBS has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic view with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2025

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

The price, the value of investments, and the profit derived from them may both decrease and increase. You may not recover the amount originally invested. 

UBS does not provide legal or tax advice. Before making any investment or deciding not to do so, seek guidance from an independent advisor of your choice for specific advice.

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Together, we can help you pursue your goals.
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