Woman smiling drinking cup of coffee
  • $ 104 trillion

    is expected to change hands over the next quarter century1

The greatest transfer of wealth in human history is underway. Shaped by new faces and new voices, rewriting the rules in real time.

At UBS, we understand that wealth isn’t just changing hands. It’s changing meaning. This is your new era of wealth.

Controlling more wealth than ever before

However, 8 in 10 women said they faced wealth transfer challenges.
Smiling businesswoman in office

As women look to control and 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.

Money is moving. The opportunities for women are enormous. But what are the risks?

Unfortunately, we disagreed on how to distribute and invest our parents’ money, which led to heated discussions.
Maya, 48

Women

Controlling more wealth than ever before

However, 8 in 10 women said they faced wealth transfer challenges.
Smiling businesswoman in office

As women look to control and 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.

Money is moving. The opportunities for women are enormous. But what are the risks?

Unfortunately, we disagreed on how to distribute and invest our parents’ money, which led to heated discussions.
Maya, 48

The engines of wealth creation

Yet many entrepreneurs exiting businesses face challenging transition choices.
  • 63 %

    of US entrepreneurs are con­sidering exiting their businesses within 5 years2

Preparing the next generation for their future roles within the family-owned enterprises is a common topic raised by business owners concerned with wealth and responsibility transfer.
Anastasia Deryagina, Head Global Next Generation Solutions, UBS
Two engineers looking at plans

Meeting the investment challenges of our times

Time-tested approaches to investing won’t cut it anymore. So what now?
Close-up of optimistic woman smiling outdoors

Five rules to get started:

  1. 01

    Follow the big money

  2. 02

    Buy what governments are buying

  3. 03

    Understand how we got to where we are

  4. 04

    Don’t pick stocks. Allocate assets.

  5. 05

    Know yourself and your deepest money issues.

In The New Rules of Investing, Mark Haefele, UBS Chief Investment Officer for Global Wealth Management, shares stories from his decades of experience to illustrate how UBS’s unique way of investing helps clients meet the challenges of our times.

  • New faces

    We see you. The entrepreneur, the inheritor, the changemaker. Your stories are challenging old assumptions.
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Women navigate the great wealth transfer

17 minutes | UBS Trending
Women shed light on their real-life experience navigating wealth transfer. What can we all learn from these stories of transition, resilience and empowerment?

Silhouette of man gazing out office window

What’s new for global entrepreneurs

9 minutes | UBS Trending
What are some of the world’s most successful entrepreneurs thinking about right now? UBS has just released its latest Global Entrepreneur Report and we’ll break down what these middle-market leaders are seeing in areas like AI?

  • New rules

    The best wealth strategy starts with you. How can you align your money with your meaning?
Confident woman outside in neighborhood

Investing with UBS

Our 2026 Investment Philosophy offers guiding principles for navigating the choppy seas of volatile markets. From your investment aspirations to your wealth transfer goals, we can define a wealth strategy that best fits your needs.

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UBS Wealth Way

2 minutes | UBS Wealth Way
Our framework3 is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you. Then, we organize your financial life in a way that gives you confidence.

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2026 Retirement Guide

This concise report focuses on timely updates and strategies for those who are saving for, planning for, or already in retirement in 2026. It is perfect for readers seeking quick, actionable insights to enhance their retirement savings this year.

  • New voices

    The future of wealth is being told right now, shaped by you. We’re listening and what you’re saying matters.
Sailboat sailing through harbor

Wind in your sales

Business owners face headwinds from a volatile market, inflation and global uncertainty. In a recent UBS Investor Watch, we spoke with owners considering an exit and those who recently sold their business. All agree, start planning now to be ready when opportunity arrives.

Woman in office smiling while in discussion

Women and investing: Planning for your legacy

In his report, we focus on what women investors are saying about their legacy goal. From how to define legacy, their concerns and how best to can allocate resources, we offer insights on how to put a financial plan in place for a smooth wealth transfer.

Close-up of digital button and holograph

AI and the great wealth transfer

15 minutes | UBS Trending
AI is changing everything—from how we invest to who holds the power. As trillions shift hands in the great wealth transfer, women are stepping into the spotlight. But will technology help close the gap—or widen it?

UBS Financial Advisors bringing clarity and confidence

Moments like inheritance, business transition or sudden liquidity are not just financial events. They are inflection points that require clarity, coordination and a forward-looking strategy. 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.

Forbes Best-in-State Wealth Advisors 2026

1,128 Wealth Advisors, including 46 who ranked as America’s Top Wealth Advisors. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

  • 1128

    UBS Financial Advisors named as Forbes Best-in-State Wealth Advisors, 2026

Forbes America’s Top Women Wealth Advisors 2026

17 Women Wealth Advisors ranked as Top Women Wealth Advisors. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

  • 17

    UBS Financial Advisors named Forbes America’s Top Women Wealth Advisors, 2026

Barron’s Top 1,500 Financial Advisors 2026

213 UBS Financial Advisors ranked in the top 1,500 nation-wide. The Barron's rating is awarded annually in March based

on information from the prior year Q3.

  • 213

    UBS Financial Advisors named Barron’s Top 1,500 Financial Advisors, 2026

Woman UBS Advisor talking with client
UBS building exterior

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.

Navigate what’s next

Your new era of wealth is defined by change, opportunity and new possibilities. Whether you’re building, transitioning or redefining your wealth, having the right guidance can make all the difference. Connect with a UBS Financial Advisor to gain clarity, perspective and confidence to move forward on your terms.

1 Cerulli, 2024-25

2 2026 Global Entrepreneur Report

3 UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Switzerland AG, UBS AG and UBS Financial Services Inc. and our advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary,(PDF, 161 KB) or ask your UBS Financial Advisor for a copy.