ubs-global-wealth-management

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Overview

Tagline Brand's website · 2026-10-04

Global reach with local expertise, comprehensive integrated solutions, strong brand reputation for stability and confidentiality (Swiss heritage), and a broad network of financial advisors.

Description Brand's website · 2026-10-04

UBS Global Wealth Management is a division of UBS Group AG, providing comprehensive financial advice and solutions to wealthy individuals, families, and entrepreneurs worldwide. Its services include investment management, financial planning, banking services, and wealth structuring.

Offerings

Core capabilities Brand's website · 2026-10-04

  • Investment management
  • financial planning
  • wealth structuring
  • philanthropic advisory
  • family office services
  • lending
  • and banking solutions for high-net-worth and ultra-high-net-worth individuals.

Pricing Brand's website · 2026-10-04

Primarily fee-based (e.g., asset under management fees, advisory fees) with transactional commissions where applicable. Pricing is highly customized based on client assets, services utilized, and complexity.

Audience

Target industry Brand's website · 2026-10-04

High-net-worth individuals, ultra-high-net-worth individuals, family offices, and entrepreneurs globally.

Landscape

Competitors Brand's website · 2026-10-04

  • Morgan Stanley Wealth Management
  • J.P. Morgan Private Bank
  • Credit Suisse (prior to acquisition, now integrated)
  • Bank of America Private Bank
  • Goldman Sachs Private Wealth Management

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Page last updated 2026-10-04.