While we’re honored by this award from J.D. Power, we’re most proud that it aligns with our commitment: putting clients first. We consistently strive to stay focused on our clients’ needs. That’s why we’re especially honored by this distinction.
The study measures overall investor satisfaction with full-service investment firms in seven factors:
- Products and services
- Value for fees
- Convenience (ability to manage wealth how and when I want)
- Problem resolution
- Digital channels
UBS received the highest score in the J.D. Power 2022 U.S. Full-Service Investor Satisfaction Study of investors’ satisfaction with full-service investment firms. The study was conducted between November 2021 and January 2022 and is based on responses from 4,396 investors who make investment decisions with a financial advisor. Eighteen firms receiving 100 or more completed surveys were eligible to be included in the ranking. Visit jdpower.com/awards for more details. J.D. Power rankings may not be representative of any one client’s experience because it reflects an average of the overall sample and represents only a small percentage of the total number of UBS clients. The ranking is not indicative of future performance. The J.D. Power 2022 U.S. Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures