A focus on segments drives business

Women hold a third of the wealth in the world, and that share is growing faster than ever. From proprietary research to education and targeted events, we can help you better serve women and help make the most of their wealth. Our “Own Your Worth” series has surveyed high net worth women and men to identify new insights on relationships with money and financial participation annually for more than four years.

Business owners are a rare breed who are contemplating a significant financial event with their business exit. We offer exclusive insights on managing and selling a business and a road map to help facilitate the planning process and life after an exit and we are proud to be recognized by the Exit Planning Institute, the authority in exit planning and value acceleration, as a leader across firms in developing the Certified Exit Planning Advisor (CEPA) credential. Today, hundreds of UBS Advisors have earned the CEPA designation to differentiate themselves from the competition.

In a segment proudly managed by a former professional football player, we have the knowledge to help you deliver the best advice and guidance the firm offers to athletes and entertainers. Dedicated to serving these professionals’ complex and unique needs, we can help them avoid common missteps so they can pursue what matters most today, tomorrow and for generations to come.

For the rising generation, this is the time to plan for their future. We offer you access to financial guides to help the rising generation crack the money code, explore tools for managing finances and track life’s milestones.

For multicultural investors, we know that family, community and causes matter. We offer tools to help craft a plan that serves their purpose and the people who matter most. These tools include multicultural-focused content that explores the intersection between culture, art, philanthropy and sustainability to help provide clients with unique, community-building experiences and advice.

By tapping into the UBS ecosystem, we deliver precisely what you need to support each client segment. From thought leadership to intellectual capital and targeted events, we help you leverage the resources your clients and centers of influence need. And if more specialized insights are called for to serve and benefit a client more effectively, we can connect you to the business expertise and capabilities.

With the right resources in place, we help you think about your best approach to a new segment opportunity and how you can expand your business organically. This can include assisting with developing your custom marketing plans, brainstorming on creating memorable client events and co-sponsorships, or that extra accelerant that can help you win the business. (See a recent recruit real case scenario below.) Finally, we help you work with our premier marketing consulting group on marketing consultation and strategic advisory support.

We help you deliver the entire firm to your clients so they can benefit from an inclusive and innovative experience. This might mean helping business owners think through how UBS can help them with their exit, including engagement with Advanced Planning or Investment Banking experts or working with women clients on strengthening their participation in long-term investing goals. By joining the conversations, we can help you provide the right wealth management insights and inclusive investment solutions.