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Advice is our craft

Advice is our craft

When’s the best time to trust your instincts?
When our insights help back them up.

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.

Let’s craft your unique plan

$1 million or more in investable assets makes the most sense to work with a UBS Financial Advisor.

Latest insights from our Chief Investment Office

Tailored financial planning

Backed by the strength of a leading global wealth manager, UBS Financial Advisors stand by your side every day. Our Advisors can guide you through a structured financial planning process to create an individualized plan that's based on your goals, values, and legacy. We always put your needs first and work tirelessly to give you the confidence to pursue the financial future you envision.

Nurturing relationships for the long-term

We’re with you and your family no matter what’s happening throughout the world. Expect a dedicated focus on your unique goals, for this generation and those to come.

Rely on us to connect you locally but think globally

We take the time to understand your goals so we can offer you the right solutions and insights centered on your financial ambitions.

We guide you through financial challenges and opportunities

The world is ever-changing. For more than 160 years, we’ve been tested and proven resilient. And we continue to demonstrate our leadership among the largest global banks.

Connecting what matters

When you create, inherit or manage wealth, you have opportunities to pursue bold and meaningful undertakings. We can help you tap into deep networks within Wealth Management, Asset Management and the Investment Bank to access industry-leading experts and spark connections with like-minded peers.

Get in touch

Together, we can help you pursue what’s important