About

UBS Wealth Management is the private wealth division of UBS Group AG, a Swiss multinational financial services company headquartered in Zurich, Switzerland. UBS traces its origins to the Union Bank of Switzerland (founded in 1862) and the Swiss Bank Corporation (founded in 1872), which merged in 1998 to form UBS. The wealth management division is the largest of its kind globally by assets under management, overseeing trillions of dollars in client assets.

UBS Wealth Management provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and institutions worldwide. Services encompass investment advisory, portfolio management, estate and succession planning, tax optimization, lending, art advisory, philanthropy advisory, and family office services. The division operates through two segments: UBS Global Wealth Management, serving clients in the Americas, Asia-Pacific, and Europe, and the former Credit Suisse wealth management operations, which were integrated following UBS's acquisition of Credit Suisse in 2023.

The division maintains offices in over 50 countries and employs thousands of financial advisors and client relationship managers. UBS provides proprietary investment research through its Chief Investment Office, which publishes regular market outlooks and thematic research. The bank also offers specialized services including art collection management, real estate advisory, and impact investing.

UBS Wealth Management typically sets minimum account thresholds that vary by region and service tier. The UBS Global Family Office unit serves the most substantial family offices with dedicated teams. UBS is publicly traded on the SIX Swiss Exchange and the New York Stock Exchange.

Luxury Financial Services

UBS Wealth Management is the largest global private wealth division by assets under management, serving high-net-worth and ultra-high-net-worth clients across more than 50 countries. Services include investment advisory, portfolio management, estate planning, art advisory, philanthropy, and family office solutions. Following the 2023 acquisition of Credit Suisse, UBS further consolidated its position as the preeminent global wealth manager.

Brand Details

Brand Tier Ultra-Luxury
Price Range Varies
Founded 1862
Headquarters Zurich, Switzerland
Parent Company UBS Group AG
4.7 1 vote

AI Reviews

🤖
4.7 /5
UBS Wealth Management stands as a paragon of Swiss financial excellence, commanding unparalleled respect in the ultra-high-net-worth advisory space. With roots extending to 1862 and headquarters in Zurich's prestigious Bahnhofstrasse, the institution embodies the discretion, precision, and stability synonymous with Swiss banking heritage. Their comprehensive wealth management platform seamlessly integrates investment management, estate planning, and bespoke lending solutions, supported by globally recognized research capabilities. The 2023 Credit Suisse acquisition further consolidated their dominance, creating the world's largest wealth manager. Client service is exemplary, with dedicated relationship managers maintaining remarkably low client-to-advisor ratios for UHNW individuals. However, the institution's sheer scale occasionally creates bureaucratic friction, and recent regulatory scrutiny has somewhat tempered their once-unassailable reputation for absolute confidentiality. Fee structures, while competitive at higher asset levels, can prove substantial for those at entry thresholds. For discerning individuals seeking institutional gravitas paired with sophisticated global capabilities, UBS remains the benchmark against which all private banking experiences are measured.

Category Ratings

Luxury Financial Services
4.7
Feb 12, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
UBS Wealth Management Screenshot

Price: By appointment

Added: Feb 12, 2026

ubs.com/global/en/wealth-management.html