Individuals around the world look to us to provide them with the advice, expertise and solutions to protect and grow their wealth - today, tomorrow and for generations to come.
Our firm has built the number one wealth management franchise in the world. How? With outstanding thought leadership through our Chief Investment Office, a strong investment offering, unmatched client access, the best talent in the industry, and a highly respected brand. More than any other firm, we have the ability to connect with our clients to understand their specific goals and needs, be they high or ultra-high-net-worth individuals or families and family offices.
Playing our part
What role does Global Wealth Management play within UBS?
As clients look for yield and have to work their assets harder to meet their return ambitions, the importance of holistic high-quality advice increases. Global Wealth Management is at the heart of UBS’s business, but we work with all parts of the firm to bring the best of UBS to our clients. Connecting clients to our investment banking teams for example gives them access to UBS’s unique global scale and diversified financing, global capital markets, and portfolio solutions.
Strong client relationships and a commitment to delivering outstanding service drive our business. During these challenging times, clients need our advice more than ever. We work to bring the best of UBS to clients no matter what markets are doing right now. And our unique approach to wealth management helps our clients stay focused on their long-term goals while remaining confi-dent of their short-term liquidity.
Delivering an exceptional service and experience for our clients is a team effort, but it also takes a people person. Managing, preserving and growing the wealth of our clients is the center of what we do. Collaborating with our colleagues across the business (not just Client Advisors), we make sure all our account opening, onboarding, due diligence and monitoring activities run smoothly.
It’s down to us to build products that generate superior returns and solid client relationships. All at the same time. We’re involved from product launch to decommission. We analytically cover every aspect, from product launch and management, to quality and profitability tracking. As well as developing new client products, we keep our existing shelf is kept up to date and work with other parts of the firm to ensure we can bring the best possible product and solutions to our clients.
Wealth Advice Center - Training Financial Advisor Program
Do you see your future supporting clients in managing their wealth? The UBS Wealth Advice Cen-ter is a team of more than 150 professionals that serve over 300,000 clients remotely. When join-ing our Training Financial Advisor Program, we prepare you to complete all licensing requirements and provide you with the tools necessary to successfully transition into an advisory role. You’ll join a structured training program and learn from experienced Advisors and support staff on the job, while getting the support, time and resources to get fully licensed in 150 days (FINRA Series 7, 66, and SIE).
Senthil, Wealth Management Desk Head in Dubai, starts his 8th year at UBS this month. He’s still as excited and passionate about working here as he was on day one. Why? I work with world-class colleagues who challenge me to bring out my best. I can offer my clients a wealth management platform that brings out the best for them. I’m lucky – I can do what I love and am passionate about.
Senthil, Desk Head, Wealth Management Dubai
Getting our facts (and figures) straight
UBS has been ranked top in the 'Best Private Banking Services Overall' category in the Euromoney Private Banking and Wealth Management Survey for five years in a row.
In 2020, we garnered a further 136 top rankings, all based on an assessment by almost 800 of our peers.
Over 20,000 Global Wealth Management team members across the world manage over 2.3 trillion dollars in invested assets and work relentlessly to help our clients achieve their goals.
We established our first sustainable investing team back in 1996 and have played a leading role in the development of impact investing.
Invested assets in 100% sustainable and bespoke investing solutions have grown to more than USD 9 billion.
And we’re not stopping there.
45% of wealthy individuals hold sustainable investments, and over 80% more are interested in getting involved themselves.
Sources: Annual Report 2019, UBS Investor Watch on the Year Ahead (November 2019) or ubs.com/awards
Get to know us
Find out if we’re the right fit for you.
Take a look at our backstage blog, where you can learn more about our culture, our people and our business.