Global Wealth Management

As one of the world’s largest global wealth managers, we work hard to give our clients the best service in the industry.

5 min read

Listening closely, thinking deeply, advising clearly
Helping our clients pursue what matters most to them.

One of the world’s leading wealth managers

Individuals around the world look to us to provide them with advice, expertise and solutions to protect and grow their wealth - today, tomorrow and for generations to come.

Our firm has built the number one wealth management franchise in the world. How? Through outstanding thought leadership from our Chief Investment Office, a strong investment offering, unmatched client access, the best talent in the industry and a highly respected brand. More than any other firm, we have the ability to connect with our clients to understand their specific goals and needs, be they high or ultra-high net worth individuals, families or family offices.

Playing our part

What role does Global Wealth Management play within UBS?

As clients look for yield and have to work their assets harder to meet their return ambitions, the importance of holistic, high-quality advice increases. Global Wealth Management is at the heart 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 our unique global scale and diversified financing, global capital markets, and portfolio solutions.

Function areas

Financial Advisors

Region: US

Strong client relationships and a commitment to delivering outstanding service drive our business. During these challenging times, clients need our advice more than ever. We work to bring the best of UBS to clients no matter what markets are doing right now. And our unique approach to wealth management helps our clients stay focused on their long-term goals while remaining confi-dent of their short-term liquidity.

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Client Advisor Assistants

Delivering an exceptional service and experience for our clients is a team effort, but it also takes the personal touch. Managing, preserving and growing the wealth of our clients is the center of what we do. Collaborating with our colleagues across the business (not just Client Advisors), we make sure all our account opening, onboarding, due diligence and monitoring activities run smoothly.

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Product Specialists

We build products that not only generate superior returns but also create client relationships based on trust. We take the greatest of care with every aspect, from product launch and management, to quality and profitability tracking. As well as developing new client products, we ensure our existing shelf is kept up to date and work with other parts of the firm to ensure we can bring the best possible products and solutions to our clients.

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Getting our facts (and figures) straight

UBS has been ranked top in the “Best Private Banking Services Overall” category in the Euromoney Private Banking and Wealth Management Survey for seven years in a row.

In 2021, we were recognized in 160 categories, all based on an assessment by more than 2,000 industry experts.

Over 20,000 Global Wealth Management team members across the world manage over 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 20 billion as of 31 December 2020.

And we’re not stopping there. 49% of wealthy individuals hold sustainable investments, and 70% are interested in getting involved themselves.