The purposeful legacy

Private Wealth Management

It takes commitment and resources to help meet the sophisticated needs of individuals and families with significant wealth. UBS Private Wealth Management has demonstrated this commitment throughout its rich 150-year history of advising such families. Using our perspective, we tailor everything our clients need to help transform their success and wealth into a legacy that can last for generations, perhaps centuries.

Our difference

Each of our Private Wealth Advisor teams serves a select number of wealthy individuals and families, so you can receive the attention you expect and deserve. We also draw upon our global experience and financial strength to help meet all your sophisticated needs.

Customized for the life you lead

Multi-generational families

Managing wealth spanning many generations requires a careful approach. Your Private Wealth Advisor has experience and strategies to help address these challenges.

Trust and estate planning

Our trust and estate planning specialists help you navigate the complexities of wealth preservation and transfer while integrating your legacy goals into your overall estate plan.

Preparation for the next generation

Through our popular Young Successors Program, we help prepare your children and grandchildren to take on the reins or create their own entrepreneurial legacies.

Philanthropy

From implementation to governance to ongoing oversight, we offer comprehensive advice to help you define and truly realize your unique charitable vision.

Entrepreneurs

Your Private Wealth Advisor can introduce you to the right investment relationships as well as to innovative yet pragmatic solutions.

Partnership for pre- and post-sale planning

When it's time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale in accordance with your goals.

Succession and estate tax planning strategies

The decision to exit a business is often very personal and complex. Using efficient tax structures, such as trusts and philanthropic vehicles, we can facilitate your wealth preservation and legacy goals.

Business community network

We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry and our Private Wealth Management community.

Corporate executives

Your Private Wealth Advisor brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.

Equity awards management

We provide sophisticated planning and tax strategies for corporate executives looking to maximize the value of substantial compensation packages.

Concentrated stock and risk management

We can help you address the risk of concentrated stock as well as your cash flow and liquidity needs.

Life transitions and your wealth

As you approach retirement or take on a more active role in charitable pursuits, we can help you manage the transition with confidence.

Global Family Office

Return & Impact

For you – existing and emerging billionaires, family officers and leading institutional investors. We invest in relationships and put clients’ interest first by mobilizing the best of UBS worldwide.

Find out more

Built on financial strength

UBS AG

$2.7+ trillion in total invested assets globally1

UBS AG

Among the best capitalized large global banks2

Wealth Management Americas

$1 trillion+ assets under management1

Worldwide industry recognition

Euromoney Awards for Excellence

World’s Best Bank for Wealth Management
(2012, 2013, 2015, 2016, 2018, 2020)

North America’s Best Bank for Wealth Management
(2017, 2020)

Western Europe’s Best Bank for Wealth Management (2020)

Middle East’s Best Bank for Wealth Management (2020)

Asia’s Best Bank for Wealth Management (2018)

Euromoney Private Banking and Wealth Management Survey

(#1 rankings, peer review basis)

Best Global Private Banking Services (2016 – 2020)
Best Services for Ultra High Net Worth Clients (2016 – 2020)
Best Services for High Net Worth Clients (2015 – 2020)
Best Services for Super Affluent Clients (2016 – 2019)
Best Family Office Services (2016 – 2018, 2020)

Best Research and Asset Allocation Advice (2015, 2016, 2018)
Best Philanthropic Advice (2011 – 2020)
Best Services for ESG / Impact Investing (2015 – 2020)
Best Services for International Clients (2015 – 2020)
Best Services for Succession Planning Advice and Trusts (2011 – 2019)
Best Services for Next Generation (2020)
Best at Serving Business Owners (2020)
Best Technology – Data Management and Security (2020)
Best Technology – Innovative or Emerging Technology (2020)

Private Banker International Institutional Awards

Outstanding Global Private Bank Overall (2013 – 2017, 2019)

1 UBS AG Investor Relations 3Q16 results. Refer to the “UBS Figures” section of the firm's quarterly report for 3Q16. UBS and its business divisions, excluding WMA, report results in CHF. USD figures are provided for convenience, based on the following conversion rates: 3Q16 spot 0.9771 CHF per 1 USD and 2Q16 spot 0.9777 CHF per 1 USD. Spot rate is used for invested assets, equity attributable to UBS shareholders and market capitalization. WMA results reflect actual USD. Group invested assets include invested assets for Personal & Corporate Banking.

2 All figures are fully applied. UBS and CS are based on Swiss SRB Basel III, other European peers are based on Basel III under CRD IV, while U.S. peers are based on Basel III under advanced approach HSBC as of 9/30/2016.

3 Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures, and ubs.com/content/dam/ubs/ch/awards/awards-full-list-02052016.pdf.

4 3Q2015 MS&A client satisfaction survey using blind, online panel (Research Now) with ~2500 investors measuring firms across the industry.

5 As of January 2017.