UBS global leadership
Accelerate your business growth
In considering a move to UBS, our leadership in Wealth Management can make all the difference in what you deliver to your clients. UBS stands alone as a global powerhouse that has placed wealth management and its Financial Advisors at its core. Our belief in innovation has kept us at the forefront of the industry for 160 years and has allowed us to serve our clients through good and bad times alike.
In considering a move to UBS, our leadership in Wealth Management can make all the difference in what you deliver to your clients. UBS stands alone as a global powerhouse that has placed wealth management and its Financial Advisors at its core. Our belief in innovation has kept us at the forefront of the industry for 160 years and has allowed us to serve our clients through good and bad times alike.
The global resources of UBS combined with your experience as an advisor means that what you bring to clients can be even more personalized, relevant, on-time and seamless.
World-class leadership. Easy access.
World-class leadership. Easy access.
UBS’s flat organization structure means that you have access to the people you need at every level of the organization to support your business and clients. Our culture fosters agility and entrepreneurship and encourages advisors to have direct access to senior leadership, portfolio managers and senior product experts. Our goal is to foster a collaborative, congenial culture.
Management at UBS was a large piece for us.
The firm of choice in the US
The firm of choice in the US
Our US leaders bring together the firm’s best-in-class resources, talent and capabilities to create and sustain success for UBS’s clients in the Americas. Combining the client focus of a boutique firm with the footprint, strength and expertise of the world’s largest truly global wealth manager, UBS is committed to being the firm of choice for high net worth and ultrahigh net worth clients and the Financial Advisors who serve them.
Organization aligned with client needs
Organization aligned with client needs
They are part of Wealth Management USA (WM USA), which comprises six regional divisions—Northeast, Southeast, West, and Central, UBS International, and the Wealth Advice Center (WAC), which focus on high net worth and core affluent clients:
Private Wealth Management
Private Wealth Management
focuses on ultra high net worth clients, serving individuals and families with +USD $10 million in liquid assets and/or a net worth of +USD 25 million, through a highly personalized approach that leverages the full range of UBS resources worldwide.
UBS International
UBS International
serves high net worth and ultra high net worth private clients seeking US-based solutions out of offices in New York, California, Florida and Texas.
Wealth Advice Center (WAC)
Wealth Advice Center (WAC)
partners across all WM and PWM Markets to deliver holistic wealth management advice to affluent clients through a team-based model. The WAC serves more than 200,000 clients on a remote basis by a team of 200-plus professionals, including financial advisors and client service associates who leverage UBS’s financial planning-based approach and digital tools.
Worldwide industry recognition
Worldwide industry recognition
While we’re honored to receive awards from recognized sources, we’re most proud when awards align with our greatest commitment: putting clients first. We consistently strive to stay focused on our clients’ needs and that’s why we’re especially honored by receiving these distinctions.
Euromoney Awards for Excellence
Euromoney Awards for Excellence
- World’s best bank for wealth management (2015, 2016, 2018, 2020, 2021)
- Global Award for Excellence in Wealth Management (2021)
- Best Global Private Bank (2021)
- North America’s best bank for wealth management (2017, 2020, 2021)
The Euromoney Awards for Excellence are based on information Q2 of the prior year to Q1 of the award year. UBS paid a license fee for use of the rating.
Euromoney Private Banking and Wealth Management Survey (#1 rankings, peer review basis)
Euromoney Private Banking and Wealth Management Survey (#1 rankings, peer review basis)
- Best Global Private Bank (2021)
- #1 in ESG/ Sustainable Investing2 (2022)
- #1 in Philanthropic Advice (2022)
The Euromoney Private Banking and Wealth Management Surveys are based on information from Q4 of the prior year. UBS paid a license fee for use of the rating.
The awards apply to UBS AG which is the parent company of UBS Financial Services Inc. and relates to the strength and capability of the global organization. It does not relate to the quality of our investment advice.
PWM/The Banker Global Private Banking Awards
PWM/The Banker Global Private Banking Awards
- Best Global Private Bank (2017; 2020, 2021, 2023)
- Best Private Bank for UHNW Clients (2017, 2019)
- Best Private Bank for Sustainable Investing2 (2018 – 2020)
- Best Chief Investment Office in Private Banking (2021, 2023)
The PWM/ The Banker Global Private Banking Awards are based on information from January to December of the prior year and, if relevant, Q1 of the award year. UBS paid a license fee for use of the rating. The awards apply to UBS AG which is the parent company of UBS Financial Services Inc. and relates to the strength and capability
UBS has a slew of additional accolades we’re proud of, including:
UBS has a slew of additional accolades we’re proud of, including:
- 100 Best Companies (Seramount, 2024)*
- Best Companies for Multicultural Women (Seramount, 2024)*
- Leader in LGBTQ+ Workplace Inclusion – Equality 100 Award (Human Rights Campaign, 2023)
- 5-star employer – VETS Indexes Employer Awards (VETS Indexes, 2024)
- America’s Top Women Wealth Advisors (Forbes/SHOOK Top Women Wealth Advisors, 2023)
- Winner of Early Talent Awards (Handshake, 2024)
*The Seramount rating is based on information from December of the prior year. UBS paid a license fee for use of the rating. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Just your calling up and asking about my experience at UBS—that’s a little check mark for UBS right there. Management cares about FAs.
Put the power of UBS to work for you and your clients
Put the power of UBS to work for you and your clients
UBS is proud to have built the world’s leading wealth management franchise. We have outstanding and effective thought leadership, a strong investment offering, unmatched client access, some of the best talent in the industry, and a respected brand. With the United States continuing to rank highest on the number of millionaires and billionaires in the world, there’s no question UBS will continue to focus and invest in its US wealth management business.
To learn more about UBS’s leadership or to apply for a Financial Advisor role, submit your contact information to be connected with a Field Leader.
To learn more about UBS’s leadership or to apply for a Financial Advisor role, submit your contact information to be connected with a Field Leader.
You might find these articles of interest.
1 Notwithstanding this commitment, given the highly regulated nature of our business, the firm must retain the right to amend or eliminate these commitments: (i) if necessary or appropriate to comply with legal or regulatory requirements or any changes in applicable law, rules or regulations or in the interpretation thereof by any regulator, agency or tribunal of competent jurisdiction; or (ii) if the firm determines in its discretion that continuing these commitments in their then current form would be impractical or materially adverse to the firm as a result of any changes in applicable law, rules or regulations or accounting standards or in the interpretation thereof by any regulator, agency or tribunal of competent jurisdiction.
2 This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.
This article is for general information purposes only and should not be construed as, nor is it intended to be, a contract, offer of employment, guarantee of continued employment or representation or guarantee as to future compensation. This article creates no rights of any kind (vested or otherwise) nor does it create a contract or assurance of employment, awards, compensation or benefits. Employment at UBS at all times remains "at-will."
All reward programs at UBS (including, without limitation, those referenced in this article) are governed by the applicable terms and conditions of each program document and applicable agreement(s) (all collectively referred to as the “Plan Documents”). As a result, if there are any conflicts between this article and any of the Plan Documents, the terms of the Plan Documents will govern. Nothing within this article alters or changes any of the Plan Documents.
UBS reserves the right to amend, modify, suspend or terminate any of the Plan Documents, in whole or in part, at any time.
You should not rely upon this article for tax or other filings and should consult your own tax advisor with regard to any tax consequences with respect to your individual tax return.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosurelink to disclosure page.