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UBS House View

4 investments a great portfolio should have

Position your investments for long-term returns while navigating near-term risks

UBS Wealth Management in the US

A global leader to match your ambitions

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

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality.

The result? Financial advice that is finely crafted for what matters most to you.

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Let’s have a conversation about your goals.

Our approach to wealth management

UBS is exclusively dedicated to delivering exceptional wealth management as we have always done for more than 160 years. Unlike other firms that include wealth management among their offerings, our singular focus positions us to better serve your needs at every phase and every stage of life.

Advice

Pursue your financial goals today, tomorrow and generations to come

 
  • Tailored advice and investment strategies specific to your financial goals
  • Custom asset allocation, portfolio management and financial planning
  • Wealth planning for you and your family to pursue your goals with confidence no matter where you are in life

Explore our approach.

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Solutions

Create an overall wealth strategy that supports you in every stage of your life

 
  • World-class planning, investing, banking, and philanthropic solutions tailored to your needs and goals
  • Private wealth management services, including advice, resources and bespoke solutions for those with significant wealth
  • Workplace solutions for your employees with retirement plans, equity compensation plans and financial wellness services

See the full range of our offerings.

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Insights

Understand the markets, economy, trends and investor mindset

 
  • Portfolio strategy, asset allocation and sector guidance for short-and long term investments from our Chief Investment Office (CIO)
  • Insights into what’s on the minds of investors with original research and perspectives from UBS Investor WatchUBS House View and more
  • Access exclusive interviews and insights from the world’s top thought leaders across industry, government and business

Learn from our perspectives.

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Who we serve

Helping individuals, families, and organizations unlock a wealth of possibilities

Wealth segment research

Our latest research, insights and events about what matters most to you

Markets and economy

Our latest analysis of the markets, economy, and trends

Get in touch

Together, we can help you pursue what’s important