About us

We established our wealth management presence in Mexico in 1963. With our local knowledge and more than 55 years of experience in the market, we're able to offer a personal, bespoke service to meet all your needs.

We’re more than just a bank. We’re your partner. We constantly thrive to provide best in class wealth management services to our clients in Mexico. Our experienced advisors offer advice across Mexico from our offices in Mexico City and Monterrey.


Our UBS Mexico offices

Mexico offices

Customized solutions for Mexican individuals

UBS Mexico is your local entry point to access international financial markets. Our Chief Investment Office works across the globe to understand the bigger picture and how your investments fit into it.

We provide you with holistic advice that makes every interaction engaging, productive and efficient. We always act in your best interest and that of society too.
 
As the world's leading wealth manager1 we offer a comprehensive range of financial services. Dedicated teams support your specific needs. Whether you’re an individual investor, entrepreneur or corporate executive, we can provide you with customized solutions to meet your needs.


Our Business Model

UBS as a financial advisor allows you and your family to have access to our wealth management services and global network. In Mexico, we don't just sell our own products – we have a range of investment opportunities and will find the ones best suited to you. We can also book assets in Switzerland and in the US, giving you the possibility to leverage time zone, proximity and market preferences. Your UBS advisor will help you choose the best suited platform to implement your investment strategy based on your needs.

Your advantages:

  • Independent advice (UBS and 3rd party products, global custody/execution options)
  • Access to specialists e.g. Wealth Planning
  • Multi booking options in Mexico, the US, and Switzerland
  • Proximity with local offices in Mexico City and Monterrey
  • An all-inclusive price
International USMexicoInternational SwitzerlandUS, Swisss, Mexico offices

Visionaris

The UBS Visionaris Social Entrepreneurship Award was created in 2004 to recognize the work of leading social entrepreneurs in Mexico who are using innovative approaches to solve social problems.


We'd like to meet you

Come and see us so we can find out what we can do for you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.