Lending and Deposit solutions for clients with custody at UBS
UBS Bank USA offers an extensive array of strategic financing and deposit solutions, for clients with assets custodied with UBS, to assist in holistic wealth management planning for sophisticated family oﬃces, HNW, UHNW, and mass affluent individuals.
We help independent investment advisors break through to the next stage of growth by providing access to research and insights to attract new assets, expand client reach, and drive thriving practices. Learn what our perspectives can add to your practice.
1 Euromoney Awards for Excellence World’s Best Bank for Wealth Management (2012, 2013, 2015, 2016, 2018, 2020)