As one of the world’s largest wealth management firms, UBS delivers partnerships that give you unmatched access not only to our internal expertise but also to preeminent thought leadership throughout the financial, economic and philanthropic worlds.

Internally partnering with our global expertise

Across our organization, UBS can connect you—and your business—to the world-class resources of UBS AG Private Bank, Asset Management and our Investment Bank. Whether you’re an individual investor who needs thoughtful estate or legacy planning strategies, a small business owner who needs a customized profit-sharing plan or an institutional client who requires assistance with investment policy planning or manager search and recommendations, UBS can integrate solutions seamlessly from our internal resources.

Opportunities driven by your needs—not ours

As a UBS client, you can trust that your goals and dreams are the sole drivers of the resources we deliver to you. Our third-party partnerships and platform allow you to choose from a wide range of customizable options both inside and outside of UBS. Whether it’s an alternative investment, a professionally managed fund or a targeted annuity, you have greater opportunities to choose the right resources to fit your unique and complex needs.

UBS Financial Advisor can tap into these partnerships, identifying what’s best for your needs based on an intimate understanding of your long-term goals, risk tolerance and the financial plan you’ve created together. As a UBS client, you have access to the best in class resources, no matter your investment objectives or time horizon.

In addition to giving you greater, open access, we also craft exclusive investment solutions with industry-leading partner firms to help ensure we consistently address your complex needs.

Partnerships extending across the economic and philanthropic spectrum

Our strength in partnering extends to our recognition of—and commitment to—the need for building a stronger national economy. Through our Revitalizing Americainitiative, we hosted client-attended conversations with Presidents Bill Clinton and George W. Bush to address investors’ most pressing concerns and discuss ways to secure America’s economic future. In addition, we launched a national effort to help stimulate job growth, restore vitality to small businesses and fuel entrepreneurial innovation through our Elevating Entrepreneurs program.

Understand how these partnerships can give you access to the widest range of choices for your financial goals