Wealth Management

Wealth management is our craft

Our leading wealth management insights and advice will help you pursue what matters to you most.

Advice 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

How far can we take you?

UBS Wealth Way: 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 leading 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.*

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

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

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice 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 2023

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023.

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

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.

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Together, we can help you pursue your goals.

UBS Asesores México, S.A. de C.V., (hereinafter, "UBS Asesores"), an affiliate of UBS AG, is a non-independent investment advisor incorporated in accordance with Mexican Law, regulated and subject to the supervision of the National Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, hereinafter, the "CNBV"), exclusively with respect to: (i) the rendering portfolio management services (investment management) when investment decisions are taken on behalf of the client, (ii) the provision of securities investment advisory services, analysis and issuance of individual investment recommendations, and (iii) money laundering prevention issues and terrorism financing matters. UBS Asesores is registered before CNBV under registry number 30060-001-(14115)-21/06/2016; Such registry will not assure the accuracy or veracity of the information provided to its Clients. Likewise, UBS Asesores is not a credit institution, so it is not authorized to receive deposits in cash or of any other type, nor to safeguard securities and does not promote banking and credit services, either is part of any financial group. Finally, UBS Asesores: (i) does not offer guaranteed returns to its clients, (ii) has disclosed to its clients and suppliers any potential conflict of interest that could have before them, and (iii) can only charge the commissions expressly agreed upon with their clients for the investment services actually provided.