UBS Private Wealth Management
You. Connected.
You. Connected.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
At UBS, we believe it’s all about connection. For more than 160 years, we’ve connected our clients to firmwide experts, thought leaders and premier resources that have helped their legacies flourish.
When it comes to caring for your family over generations, the business you’ve built and the legacy you hope others will remember, it’s important to have a team you can trust to guide you forward. UBS Private Wealth Advisors are prepared to take that journey with you today, tomorrow, every step of the way.
Founders and entrepreneurs
Whether you’re building, acquiring or leaving a business, we help you develop a personalized strategy that addresses a range of objectives, collaborating with experts across UBS globally.
Multigenerational families
From family enterprises to family foundations, you will find the specialized knowledge and understanding of complex family dynamics required to manage wealth spanning many generations.
Family offices
Family offices are as different as the families they serve. We bring deep experience in helping family offices coordinate investment management and planning across family enterprises and philanthropic structures.
Corporate executives
From executing stock options or selling shares within a corporate window, we understand the complexities of executive wealth and offer strategic planning throughout your career and beyond.
Access to specialized knowledge centers
Access to specialized knowledge centers
As a UBS Private Wealth Management client, you can tap into the deep intelligence and experience of our centers of excellence-benefiting from some of the most innovative thinking and solutions available.
Your life and priorities are multidimensional. Private Wealth Advisors understand how each can impact the others—not only today but for years and generations to come. That’s why we curate the best insights and opportunities for each need and intention.
Art and collecting: building a meaningful legacy
Building a timeless art collection involves considerations across several overlapping aspects of wealth management. Gain guidance to navigate the pitfalls that can arise and build a meaningful art collection optimally structured for future value.
UBS Family Office Quarterly
A new publication features relevant topics to help executives excel and to advance the family office industry.
Celebrity Capital
How athletes and entertainers can use a brand platform for good
The New Continuum
We’re seeing a growing convergence between investment and philanthropic strategies. Learn how this can help advance your impact objectives.
Private Wealth Advisors connect you to an incomparable range of capabilities and solutions. By collaborating with UBS teams of experts and specialists—the firm’s deepest centers of local and global knowledge—they customize strategies and a bespoke long-term plan that reflects who you are and all you want to accomplish.