Delivering the insights and opportunities exceptional clients demand

Delivering the insights and opportunities exceptional clients demand

Today more than ever, investors of significant means deserve unique expertise, individual attention and a dedicated partner who understands both the challenges and opportunities that come with substantial wealth.

With deep expertise and resources for addressing complex wealth challenges, the UBS Private Wealth Management division and its distinguished team of Private Wealth Advisors offer perspective and insights into what affluent clients need and expect—industry-leading innovation, global solutions and an exceptional level of service and execution unmatched by any other wealth management firm. UBS Private Wealth Management Advisors are committed to serving an exclusive community of multigenerational families, entrepreneurs and corporate executives.

Multigenerational families

From managing family wealth dynamics to business succession and financial literacy, Private Wealth Advisors guide wealthy families in their efforts to preserve their financial success and legacy.  Learn more

Entrepreneurs

Our entrepreneurial clients benefit from our experience working with owners, potential buyers of their businesses and professional networks. We exhaust all avenues to connect you with the leaders and decision-makers who bring a unique vantage point to business expansion, sale or acquisition. Learn more

Corporate executives

Private Wealth Advisors partner with senior executives to address their most complex wealth challenges. Clients benefit from their specialized expertise managing in particular, executive stock options, concentrated stock holdings and other executive compensation structures. Learn more

Multigenerational families

From managing family wealth dynamics to business succession and financial literacy, Private Wealth Advisors guide wealthy families in their efforts to preserve their financial success and legacy.   Learn more