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.