Our solutions, we address all dimensions of your wealth
Explore our solutions and services
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.
Wealth Management in Mexico
Wealth Management in Mexico
We offer private clients a complete range of financial services, expert advice and individually tailored investment solutions to protect and grow their wealth.
As the largest truly global wealth manager with more than USD 4 trillion in wealth management assets and an unparalleled investment offering, we continue to help you achieve your goals.
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Advice is our craft
We’re committed to understanding what wealth means for you. Because it means something different to all of us.
Advice is our craft link
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 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.*
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.
We established our wealth management presence in Mexico in 1963. With our local knowledge and more than 60 years of experience in the market, we’re able to offer a personal, bespoke service to meet all your needs.
Why UBS is your right partner
* "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 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.
Connect with us
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.