The changing face of wealth
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74 %
of women who expect to inherit from their parents are not prepared to receive assets.1
In this new era, new faces and new voices are redefining what wealth means. Watch the interview with Carey Shuffman, Head of Women’s Wealth at UBS.
1Heir Dynamics, 2025
Insights for women investors
Wealth transfer is about more than money
Get guidance on inheritance, business succession and all your moments of profound transition from Bloomberg and UBS.
Insights for women investors
Heir dynamics: Money in motion
As women look to control an ever-increasing share of this new money-in-motion, many are still in need of reliable guidance about long-term security, purposeful investing and their legacy beyond finances.
Insights for women investors
Women and investing: Planning for your legacy
In this report, we focus on what women investors are saying about their legacy goals. From how to define legacy, their concerns and how best to allocate resources, we offer insights on how to put a financial plan in place for a smooth wealth transfer.
Nobody knows your life better than you do. A Financial Advisor can help you bridge any gaps.
Learn more about the new era of wealth
UBS Financial Advisors bringing clarity and confidence
Whether you’re building, transitioning or redefining your wealth, having the right guidance can make all the difference. A UBS Financial Advisor helps bring crucial guidance to these pivotal moments. We don’t believe in prescribing a single path. We believe in understanding yours.
Connect with a UBS Financial Advisor
Connect with a UBS Financial Advisor
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UBS Financial Advisors named in Barron’s Top 1,500 Financial Advisors, 2026 list
The Barron's rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
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15
UBS Financial Advisors named in Barron’s Top 100 Financial Advisors, 2026 list
The Barron's rating is awarded annually in May based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
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11
UBS Financial Advisors named in Barron’s Top 100 Women Financial Advisors, 2026 list
The Barron's rating is awarded annually in July based on information from the Q1 of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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