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Family Office and UHNW

For institutional investors, family offices, or ultra high net worth individuals seeking a truly global partner.

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Global Family Office Report 2024

The latest Global Family Office Report is the largest to date bringing together the insights of 320 single family offices across seven regions of the world. Representing families with an average net worth of USD 2.6 billion and covering over USD 600 billion of wealth, it confirms the report as the most authoritative analysis of this influential group of investors.

Individual solutions for your financial needs

We understand your financial and personal goals and aspirations and deliver personalized solutions for your investments, your business, your family and yourself.

At UBS, we believe it’s all about connection. For more than 160 years, we’ve connected multigenerational families and family offices to firmwide experts, thought leaders and premier solutions to create meaningful legacies.

Our advisory services

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Global coverage

Benefit from our global footprint and expertise

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Integrated solutions

Holistic and tailored advisory from Wealth Management over Asset Management to Investment Banking solutions

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Networks and insights

Join our global communities to expand your network, exchange know-how and drive thought leadership

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

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* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.

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Together, we can help you pursue your goals.

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