Skip Links

Content Area Main Navigation

Wealth Management USA

Meta Navigation

- English
Locations

Tools & Services View FINRA BrokerCheck information
Client logins
Choose your login
UBS Individuals
- Online Services (UBS WM client account access)
- UBS One Source (Corporate Stock Plans)
UBS Corporate and institutions
Credit Suisse Individuals
- ClientView
More logins
Client logins

Main Navigation

Home
Our approach Visit overview
Our solutions Visit overview
Who we serve Visit overview
- Individuals and families
- Specialized client segments
- Ultra-high net worth investors
  - Visit overview
  - Family offices
- Companies & organizations
- Insights to elevate your knowledge
  Read more
Insights Visit overview
- Markets and economy
- Investment research
  - Visit overview
  - POTUS 47: Investing under Trump 2.0
- Watch market commentary
- Listen to On-Air Podcast
- UBS Billionaire Ambitions Report 2024
  Wealth trends over the past 10 years from the world’s billionaires
  Read more
About us Visit overview
- A leading Global Wealth Manager
- Advice is our craft
  - Visit overview
  - UBS House of Craft
- Los Angeles fire relief
- UBS Financial Advisors understand your world
  Explore how

header.search.alt

UBS Family Office Quarterly

Please complete this form to download the latest journal and receive future editions.

You are here:

United States of America
Wealth Management USA

Reimagining the power of investing.

Connecting people for a better world.

Footer Navigation

Our solutions

Banking and Cash Management
Investing
Mortgage planning
Retirement planning
Workplace wealth solutions

Additional information

FINRA BrokerCheck
Relationship Summary (PDF)
Important legal information
Disclosure documents

About us

About Wealth Management USA
Awards and recognition
In the news
Careers
Investors relations

Contact us

Become a UBS Financial Advisor
Become a UBS WM client
Find your UBS Advisor
Make an appointment

Change your domicile

Last modified on 14 May 2025, 09:42 CEST

Explore UBS.com

Explore UBS.com
Asset Management
Investment Bank
Wealth Management
Our firm
Careers
Investor Relations
Locations
Media

Follow UBS on

Information on UBS
Terms of use
Privacy statement
Report fraudulent mail
Additional legal information
Accessibility
Privacy Settings

Legal Information

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at www.ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. https://www.ubs.com

© UBS 1998 - 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Notice for Non-U.S. Investors. Notice for Non-Puerto Rico Investors. Order Routing Disclosure. Statement of Financial Condition (PDF). Statement of Financial Condition- UBS FSI of Puerto Rico (PDF). Best Execution Statement (PDF). Loan Disclosure Statement (PDF). Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. Disclosures.