UBS Financial Advisors are different from any other wealth managers in important ways: our dedicated individuals always put your needs first and work tirelessly to give you the confidence to pursue the financial future you envision.

Why work with a UBS Advisor

Backed by the strength of a leading global wealth manager, UBS Financial Advisors stand by your side every day.

We’re focused on being the custodian of your lifelong success and caretaker of your legacy. Here’s how:

We build trust by listening more

And by connecting you to the expertise and solutions to pursue your goals. We care about what matters most to you. That’s why we ask questions, listen carefully and provide the advice you need to realize your wealth’s potential.

We simplify investing and organize your entire financial life

We’ll bring together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make decisive decisions.

We commit to the relationship

We’re with you and your family no matter what’s happening in the markets, at home or throughout the world. We believe this human connection is essential to a successful, productive and lasting relationship.

Three strengths. One UBS.

You may be just starting out. Or growing your wealth with big dreams for the future. Or looking to preserve what you have built over a lifetime to pass on to the next generation. Wherever you are on your financial journey, your UBS Financial Advisor can connect you to a network of experts and capabilities across the world.

UBS Financial Advisors’ priority is clear: you. By listening carefully to your goals, they help you pursue the financial future you envision.
Jason Chandler, Head of Global Wealth Management Americas

Advice

Pursue your financial goals today, tomorrow and for generations to come

  • Tailored advice and investment strategies specific to your unique financial goals
  • Custom asset allocation, portfolio management and financial consulting
  • Wealth planning to help you and your family pursue your goals with confidence no matter where you are in life

Explore our approach.

Solutions

Create an overall wealth strategy that supports you at every stage of life

  • World-class planning, banking, financing and philanthropic solutions tailored to your needs and goals
  • Private Wealth Management services, including advice, resources and bespoke solutions for those with significant wealth
  • Access to the full global resources and capabilities of one of the world’s largest wealth managers

See the full range of our offerings.

Insights

Understand the markets, economy, trends and investor mindset

  • Portfolio strategy, asset allocation and sector guidance for short- and long-term investments from our Chief Investment Office (CIO)
  • Insights into what’s on the minds of investors with original research and perspectives from UBS Investor Watch, UBS House View and more

Learn from our perspectives.

A truly global wealth manager

UBS is exclusively dedicated to delivering exceptional wealth management as we have always done for more than 160 years. Unlike other firms that include wealth management among their offerings, our singular focus positions us to better serve your needs at every phase and every stage of life.

UBS Financial Advisors are committed to learning about your unique financial goals and developing tailored investment strategies to help you address them. With our Advisors’ invaluable expertise and our firm’s expansive global resources, you can be confident they’ll deliver what you need when you need it.

Get in touch

Together, we can help you pursue what’s important