We have over 150 years of experience, advise many of the world’s billionaires and manage a total of 2.3 trillion dollars in assets. More than any other firm, we have the ability to connect with clients on a global scale to understand their specific goals and needs. In Global Wealth Management (GWM) we work with high or ultra-high-net-worth individuals, families and family offices. We start by understanding what means most to our clients, and know that every piece of advice we give can make a difference.
We work with our clients to explore new and bespoke ways of ensuring their return ambitions are met or even exceeded. Our success of our GWM teams hinges on our ability to become trusted advisors to our clients, demonstrating a strong understanding of the whole range of their current and future needs, and being there for them at every step of their journey. GWM is at the core of UBS’s business, but we work with all parts of the firm to bring the best of UBS to our clients. Connecting clients to our investment banking teams for example gives them access to UBS’s unique global scale and diversified financing, global capital markets, and portfolio solutions. We also ensure we are a step ahead of emerging investment trends. For example, we are leading experts in sustainable investments, helping clients invest in ways that generate returns while matching their personal values.
We offer a wide range of tailored services and solutions to our clients based on their specific, individual needs. Our advisors are supported by a team of experts who work around the global to develop the very best products and solutions to meet these needs. Certain roles within Global Wealth Management are very technical, and some are highly analytical and data-driven. Our team consists of traders, research analysts, product developers, portfolio managers, client advisors and beyond. But what underpins everything we do is a relentless focus on delivering for our clients, regardless of where you sit in our organization.
I recently joined the Advisory Solutions team, and even as an analyst I can see how our work is completely focused on putting our clients first. I've always been passionate about helping people and I can see how my direct actions in my role can make a difference.
There are so many ways the firm serves clients – whether a client needs to take out a loan or would like our advice on their financial planning, we are creating a direct and positive impact in someone's life.
UBS has been ranked top in the 'Best Private Banking Services Overall' category in the Euromoney Private Banking and Wealth Management Survey for five years in a row.
This year we garnered a further 136 top rankings, all based on an assessment by almost 800 of our peers.
Over 20,000 Global Wealth Management team members across the world manage over 2.3 trillion dollars in invested assets and work relentlessly to help our clients achieve their goals.
We established our first sustainable investing team back in 1996 and have played a leading role in the development of impact investing .
Invested assets in sustainable and bespoke investing solutions have grown to more than USD 9 billion.
And we’re not stopping there.
45% of wealthy individuals hold sustainable investments, and over 80% more are interested in getting involved themselves.
