UBS Private Wealth Management is a top choice for those with a lot of wealth. They manage over $3.2 trillion in assets for high-net-worth individuals and families. Their team uses the full power of UBS to offer financial solutions that fit each client’s life perfectly.
They handle everything from investments and business to personal passions and planning for the future. This makes sure clients get the best advice for their wealth.
Key Takeaways
- UBS Private Wealth Management serves individuals and families worldwide with a proactive approach
- Clients have access to specialized knowledge centers offering innovative wealth management solutions
- Advanced estate planning services help protect and preserve wealth for future generations
- Customized portfolios and wealth maximization strategies are tailored to each client’s unique needs
- Exclusive networks and communities provide connections, insights, and support for entrepreneurs and philanthropists
What is UBS Private Wealth Management?
UBS Private Wealth Management is a top global wealth manager. It offers financial solutions to high-net-worth individuals and families. They focus on personalized service and specialized expertise. Clients get access to a wide range of wealth management services, including investment management, financial planning, and private banking.
Comprehensive Wealth Management Services
UBS Private Wealth Management takes a proactive approach to wealth management. They ensure clients get the support they need to reach their financial goals. Their wealth management services include investment advisory, portfolio management, tax planning, estate planning, and more. These services are tailored to each client’s unique needs and preferences.
Personalized Financial Solutions
UBS Private Wealth Management is all about personalized financial solutions. Their team of experienced financial advisors work closely with clients. They understand each client’s goals, risk tolerance, and time horizons. Then, they develop customized strategies to grow, protect, and transfer wealth. This approach ensures clients get the specialized attention and guidance they need in wealth management.
“UBS Private Wealth Management is dedicated to helping our clients achieve their financial goals through a comprehensive and personalized approach to wealth management.”
UBS Centers of Excellence
As a UBS private wealth management client, you get access to top-notch knowledge centers. These centers are called Centers of Excellence. They offer the latest in investment management, portfolio management, and financial planning.
Access to Specialized Knowledge
UBS’s Centers of Excellence let clients tap into the best minds in the industry. These hubs focus on many areas of wealth management, such as:
- Estate planning and legacy services
- Business opportunities and entrepreneurial support
- Customized investment portfolio construction
- Networking with industry leaders and global philanthropists
- Guidance for emerging successors and growth entrepreneurs
- Targeted solutions for specific client segments
With these Centers of Excellence, UBS private wealth management clients can handle wealth management with ease. They get the knowledge and insights to make smart choices and reach their financial goals.
| Metric | Value |
|---|---|
| Revenue | US$40.8 billion (2023) |
| Operating Income | US$28.7 billion (2023) |
| Net Income | US$27.8 billion (2023) |
| Assets Under Management (AUM) | US$5.71 trillion (2023) |
| Total Assets | US$1.72 trillion (2023) |
| Total Equity | US$86.1 billion (2023) |
| Number of Employees | 115,038 (2023) |
| Tier 1 Capital Ratio | 14.4% (2023) |
The table shows UBS’s strong financials, big assets, and solid capital base. These strengths help the firm offer top private wealth management services to its clients.
Estate Planning and Legacy Services
At UBS Private Wealth Management, we help our clients keep their wealth safe for the future. Our estate planning and legacy services are made to help with family businesses and make a lasting impact on your family’s future.
Protect and Preserve Your Wealth
Our experts work with you to create estate plans that fit your needs. We make sure your wealth is safe, your wishes are clear, and your legacy is kept strong. We guide you through trust structures and wealth transfer strategies to secure your financial future.
Multigenerational Legacy Planning
Creating a lasting legacy for your family is our main goal. We know how important it is to keep your wealth safe and pass it down. Our legacy planning services tackle the challenges of family businesses, promoting open talks and aligning your family’s values and goals. Together, we’ll make a plan that keeps your wealth and legacy safe for the future.
At UBS Private Wealth Management, we’re your reliable partner in estate planning and legacy planning. Our deep knowledge and personal approach help you protect and preserve your wealth and set the stage for your family’s success.
| UBS Private Wealth Management Clients | Key Estate Planning and Legacy Services |
|---|---|
| High-Net-Worth Individuals and Families |
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| Entrepreneurs and Business Owners |
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| Philanthropists and Charitable Givers |
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“At UBS Private Wealth Management, we believe that estate planning and legacy planning are key to keeping your family’s wealth safe and making sure your values last for generations.”
Business Opportunities with UBS
UBS Private Wealth Management is a top global wealth management firm. It opens doors to business opportunities for its clients. With the firm’s big resources and wide network, clients get early access to special family office services. They also meet a group of entrepreneurs and business leaders.
UBS was named “Best Global Private Bank” in the 2023 PWM/The Banker Global Private Banking Awards. This shows it’s a reliable partner for those with a lot of wealth. The firm is known for its custom solutions and deep knowledge, winning the trust of clients all over the world.
- Gain priority access to institutional family office services
- Tap into a global network of successful entrepreneurs and business leaders
- Leverage UBS’s expertise and resources to explore new business opportunities
If you’re an entrepreneur looking to grow or a new business owner aiming higher, UBS Private Wealth Management can help. The firm’s team of experts offers personalized support and industry insights. This can help you grow your business to its fullest potential.
“UBS bases its information on publicly available data, and the latest ratings for UBS AG can be found on their website. However, it’s important to remember that the price and value of investments can fluctuate, leading to potential losses or gains.”
Join the power of UBS Private Wealth Management. It can open up business opportunities to take your entrepreneurial journey to new heights.
Customized Investment Portfolios
At UBS Private Wealth Management, we know every client’s financial path is different. That’s why we offer personalized investment management. We create portfolios that match your goals, risk level, and time frame.
Our team of experts works with you to make strategies that can grow your wealth. We use our deep knowledge, market insights, and advanced analytics to find opportunities. We build portfolios that are diverse and aim to meet your financial goals.
Tailored Investment Strategies
Looking to grow your assets, earn steady income, or save for the future? Our investment services can be tailored for you. We look at your time frame, risk level, and goals to make a plan. This plan balances investment management, asset allocation, and portfolio management.
- Collaborative approach to understand your unique financial goals
- Detailed analysis of your risk tolerance and investment horizon
- Diversified portfolio construction to mitigate risk and maximize potential returns
- Ongoing monitoring and rebalancing to adapt to market changes
- Transparent reporting and communication to keep you informed
At UBS Private Wealth Management, we aim to help you reach your potential wealth with customized strategies. Let us work with you to map out your financial success.
| Service | Features | Benefits |
|---|---|---|
| Portfolio Management Program (PMP) |
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“At UBS Private Wealth Management, we believe that the key to unlocking your potential wealth lies in a highly personalized investment approach. Our team is dedicated to crafting customized portfolios that can help you achieve your financial aspirations.”
See how UBS Private Wealth Management can boost your potential wealth with our customized investment solutions. Contact us today to find out more.
Industry Leader Network
At UBS Private Wealth Management, we know entrepreneurs face unique challenges and chances. That’s why we’ve made the Industry Leader Network. It’s a special group that links our clients with other business owners, investors, and experts in their fields.
This network gives our clients access to lots of valuable insights and top business connections. They can join our events, use our digital platform, and share information often. This helps them grow their network, find new chances, and stay ahead in their industries.
Connections and Insights for Entrepreneurs
The Industry Leader Network helps build strong relationships and share new ideas. Our clients meet other entrepreneurs, leaders, and UBS experts. Everyone is ready to share their knowledge and work together on new projects.
- Attend special events and discussions led by big names and UBS experts
- Use our digital platform to connect with entrepreneurs who think like you
- Get insights, trends, and best practices to help make your business decisions
By joining this powerful network, our clients can find new ways to grow, get special knowledge, and stand out in their fields. It’s a chance to meet top leaders and help push their business dreams forward.
| Key Metrics | 2023 Results |
|---|---|
| Revenue | US$40.8 billion |
| Operating Income | US$28.7 billion |
| Net Income | US$27.8 billion |
| Assets Under Management (AUM) | US$5.71 trillion |
| Total Assets | US$1.72 trillion |
| Total Equity | US$86.1 billion |
| Number of Employees | 115,038 |
| Capital Ratio (Tier 1) | 14.4% |
Global Philanthropists Community
At UBS Private Wealth Management, we know many of our clients want to make a big difference. Our Global Philanthropists Community lets them meet, work together, and boost their giving.
Make a Difference through Giving
Our community offers special benefits for UBS clients. They can share knowledge, get access to unique solutions, and join events online and in person. We connect philanthropists to help them make their charitable giving and community engagement more effective.
Our clients manage an average of $5.2 million in philanthropic assets. They focus on education, healthcare, and the environment. Also, 72% of our clients learned about the UBS Optimus Foundation from our Social Impact & Philanthropy team.
65% of our clients like the idea of collective philanthropy with the UBS Optimus Foundation. They see how working together can make a bigger difference. On average, 3 family members join in on our Client Advisors‘ philanthropy talks.
“The UBS Global Philanthropists Community has been key in broadening our giving and teaming up with others who also want to make a difference.”
Today, our clients are looking for new ways to use their wealth and skills for good. The UBS Global Philanthropists Community helps them increase their impact and create a lasting legacy.
Emerging Successors Community
At UBS Private Wealth Management, we know how crucial it is to support the next generation of wealth managers. Our Emerging Successors Community is a special, worldwide group. It helps young people grow their wealth management skills and leadership abilities. This group offers great chances for members to learn and improve, connect with peers, and get insights from top experts.
The average age of those at our UBS Young Successors Program (YSP) was 27 years old. This shows our focus on the next generation of wealth managers. People from families with big UBS accounts were invited, showing the high level of talent we aim to help.
Compared, Morgan Stanley’s Next Gen program had 100 attendees in May. Credit Suisse’s Young Investors Organization (YIO) has over 1,300 members from 55 countries.
Our Emerging Successors Community gives young adults a place to grow their wealth management knowledge and leadership development skills. They also connect with peers worldwide who face similar challenges and chances. We aim to prepare the next generation of family enterprise leaders for the complex world of ubs private wealth management. This helps secure the future of their families’ legacies.
| Key Insights | Statistics |
|---|---|
| Average age of attendees at UBS Young Successors Program (YSP) | 27 years old |
| Family account sizes of YSP invitees | Well into or above eight-digit mark |
| Attendees at Morgan Stanley’s Next Gen program | 100 |
| Members in Credit Suisse’s Young Investors Organization (YIO) | Over 1,300 from 55 countries |
| UBS donation to the YSP group | $12,000 to build a well |
By supporting our Emerging Successors Community, UBS Private Wealth Management is committed to the next generation of family enterprise leaders and wealth management experts. This network helps young adults get the knowledge and skills they need for next-generation wealth management. It ensures the long-term success and prosperity of their families’ legacies.
Growth Entrepreneurs Network
At UBS Private Wealth Management, we know growth entrepreneurs face special challenges. That’s why we created the Growth Entrepreneurs Network (GEN). It’s a private group for visionary founders to get support and resources.
Joining the GEN is by invite only for entrepreneurs with at least $10 million USD in funding. Over 600 members from UBS communities make up this group. They are all successful founders of growing companies.
Unleashing the Potential of Growth Entrepreneurs
The GEN is part of the UBS Industry Leader Network (ILN). It connects entrepreneurs through shared stories and helps them grow faster. Members get special insights, mentorship, and a worldwide network to tackle business challenges.
- Exclusive pitch days to connect with potential investors
- Support from UBS groups like the Direct Investment Group, Investment Bank, and Chief Investment Office
- Mentorship and advice from successful entrepreneurs and UBS experts
- Access to a global network of external partners
- Chances to meet other growth entrepreneurs at events and online
The GEN focuses on helping exceptional growth entrepreneurs grow faster. UBS has put a lot of effort into the GEN community.
The GEN lets entrepreneurs share knowledge and work together on big challenges. This sharing of ideas keeps them ahead in their fields and helps their businesses grow.
“The GEN has been invaluable in connecting me with like-minded founders who understand the unique challenges of scaling a high-growth business. The insights and support from this community have been instrumental in navigating our growth journey.”
– Jane Doe, Founder and CEO, XYZ Technologies
As entrepreneurship changes, UBS Private Wealth Management keeps supporting exceptional founders through the GEN. We aim to help the next big business leaders and make a real difference.
UBS Private Wealth Management Services for Different Segments
At UBS Private Wealth Management, we know every client is different. That’s why we offer a wide range of ubs private wealth management services. These services meet the varied needs of our clients.
If you’re an entrepreneur, a high-net-worth individual, or a family wanting to keep your wealth safe for the future, we’ve got you covered. Our wealth management services give you the personal care and expertise you need. We handle everything from investment management and financial planning to private banking and estate planning. Our team will work with you to create a plan that fits your goals.
We recently helped a big manufacturing company with their future plans. We set up rules for governance, defined roles, and made plans for each child’s role. This ensured a smooth handover of leadership to the next generation. We also created special portfolios to increase cash flow and give a good return on loan funds for the business owner, who was getting ready for a big public offering.
For a tech firm’s top executive, our team made a plan to grow investments and diversify without causing taxes. The executive and her family wanted to help protect the oceans, so we set up a fund for their charity work.
At UBS Private Wealth Management, we’re proud to offer customized solutions for each client group. Whether you’re an entrepreneur, a high-net-worth individual, or a family office, our wealth management services aim to help you reach your financial goals and build a lasting legacy.
| Client Segment | UBS Private Wealth Management Services |
|---|---|
| Entrepreneurs |
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| High-Net-Worth Individuals |
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| Family Offices |
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No matter your situation, UBS Private Wealth Management is here to give you the personal attention and expertise you need. We help you navigate the complex world of wealth management and reach your financial goals.
Tax and Estate Planning Guidance
At UBS Private Wealth Management, we know how key tax and estate planning are for keeping your wealth safe for the future. Our team offers deep knowledge and custom strategies to help you deal with tax changes and protect your money.
With tax code updates, like the estate and gift tax exemption doubling to $11,180,000 per person in 2017, we can help you use these benefits well. We suggest making gifts now to use the higher exemption before it might end in 2025. This way, you can move future growth on gifts out of your estate.
Our experts in estate planning will help you with trust management, setting up family offices, and planning for your legacy across generations. They use their vast experience to make sure your wealth stays safe and goes to your loved ones as you wish.
Our team also knows about state rules on residency, which affect your taxes and estate taxes. We keep up with tax laws to give you the best advice on ubs private wealth management, tax planning, estate planning, and wealth preservation.
At UBS Private Wealth Management, our Advanced Planning Group includes estate and tax lawyers with a broad skill set. They are experts in:
- Estate planning strategies
- Income and transfer tax planning
- Family office structuring
- Business succession planning
- Charitable planning
- Family governance
With their deep knowledge, you can trust that your ubs private wealth management, tax planning, and estate planning needs are well taken care of. This ensures your wealth is protected for future generations.
“At UBS Private Wealth Management, we are committed to providing our clients with the most comprehensive and cutting-edge guidance to preserve their wealth and legacy. Our advanced planning team is dedicated to staying ahead of the curve and helping our clients navigate the ever-changing tax and estate planning landscape.”
Family Office Services and Insights
UBS Private Wealth Management offers top-notch family office services and insights. Clients get to tap into a deep well of knowledge and expertise. The UBS Family Office Quarterly journal shares expert advice on starting and managing a family office. It helps clients smoothly pass on wealth and legacy to the next generations.
The survey shows families with an average net worth of $2.6 billion, totaling over $600 billion. The Asia-Pacific region leads with almost half of family offices planning to invest more in the next five years. They are big on private equity, with 24% in direct investments and 32% in funds.
Worldwide, many family offices are turning to manager selection and active management to diversify their portfolios. Generative AI is a hot investment theme for them, with 78% interest. Healthcare is a top pick for sustainability in APAC family offices at 59%.
“UBS Private Wealth Management’s family office services and insights provide clients with access to a wealth of knowledge and expertise within the family office industry.”
UBS Private Wealth Management does more than just manage investments. It offers personalized solutions for all aspects of a client’s life, like their business and passions. The firm’s experts help clients navigate family business complexities and build a lasting legacy for the future.
UBS Private Wealth Management helps design portfolios to boost wealth. It connects clients to networks like the Emerging Successors Community and the Growth Entrepreneurs Network. The firm also offers access to the Industry Leader Network and Global Philanthropists Community. This all aims to help clients meet their financial and personal goals.
Investing for Living and Giving
At UBS Private Wealth Management, we see investing as more than just making money. It’s about making a positive change in the world. We offer custom investment plans that help clients meet their financial and giving goals.
We use our deep knowledge and wide network to find new investment chances. These opportunities can make money and help society and the environment. We work with our clients to build portfolios that match their values. This could mean supporting green businesses, investing in clean energy, or giving to charities.
Our ubs private wealth management services go beyond just investing. We offer philanthropy and socially responsible investing tools. Clients get access to expert advice, special content, and a network of people who care about making a difference. This helps them use their wealth to create lasting positive change.
“At UBS Private Wealth Management, we believe that investing can and should be a force for good. Our mission is to help clients align their financial aspirations with their desire to make a difference in the world.”
If you want to grow your wealth or make a difference now, UBS Private Wealth Management can help. Investment management is just the start. We support our clients in achieving their financial and giving goals. We make sure their wealth helps improve the world.
Navigating the NIL Landscape
The world of sports and entertainment is changing fast, especially with Name, Image, and Likeness (NIL) rules. UBS Private Wealth Management helps athletes and entertainers understand this new world. They offer a guide called the “NIL Playbook.”
Since 2021, young athletes can make money from their name, image, and likeness. But, many student athletes need help because they come from places with little money knowledge. This makes expert advice very important.
UBS showed it’s a reliable advisor by sharing “The NIL Playbook” in September. This guide gives athletes and entertainers key tips on managing their money and staying financially healthy.
Most student athletes won’t make it to the pros, says the stats. This fact highlights the need for good wealth management skills for financial security. UBS offers seminars at big sports colleges to teach athletes about their name, image, and likeness rights.
The NIL landscape is always changing, making it hard for young athletes to keep up. UBS’s Athletes and Entertainers team helps by offering guidance. They aim to help clients make the most of their financial opportunities.
“UBS has been an invaluable partner in helping me understand the complexities of the NIL landscape and how to best manage my financial future. Their expertise and personalized approach have been instrumental in my success.”
Conclusion
UBS Private Wealth Management offers top-notch wealth management solutions. These solutions are designed for high-net-worth individuals and families. They aim to help them reach their financial goals.
UBS provides personalized financial planning and investment management. They also offer estate planning and business opportunities. UBS takes a holistic approach to meet all aspects of their clients’ lives.
UBS is one of the biggest wealth management firms worldwide. It uses its vast resources and expertise to guide clients through the changing financial world. With a focus on innovation and putting clients first, UBS Private Wealth Management is set to keep helping its high-net-worth clients succeed.
If you’re looking to manage your investments, plan for your family’s future, or explore business opportunities, UBS Private Wealth Management is your go-to partner. They are ready to help you reach your financial goals and unlock your potential.
FAQ
What is UBS Private Wealth Management?
UBS Private Wealth Management offers top-notch wealth management services for high-net-worth individuals. They use UBS’s global resources to manage every part of their clients’ lives. This includes investments, business, passions, and planning for the future.
What services does UBS Private Wealth Management offer?
They provide a proactive approach to managing wealth. Clients get access to specialized knowledge and tailored financial solutions. This includes investment management, financial planning, and private banking.
What are the UBS Centers of Excellence?
Clients get to use UBS’s centers of excellence for top-notch thinking and solutions. These centers offer advanced expertise and insights in wealth management.
How does UBS Private Wealth Management assist with estate planning and legacy services?
They offer comprehensive estate planning and legacy services. This helps clients protect and pass on their wealth for future generations. They provide guidance on estate planning and help with family businesses and creating a lasting legacy.
What business opportunities does UBS Private Wealth Management offer?
They help clients find business opportunities by using UBS’s global reach and resources. Clients get priority access to family office services and connect with entrepreneurs and business leaders.
How does UBS Private Wealth Management create customized investment portfolios?
They create investment portfolios tailored to each client’s needs. Experts work closely with clients to develop strategies that match their financial goals and risk tolerance.
What is the UBS Industry Leader Network?
The Industry Leader Network connects clients with entrepreneurs and offers business insights. It includes events, a digital platform, and information exchanges to help clients grow their businesses.
What is the UBS Global Philanthropists Community?
This community lets clients share their philanthropic goals with others. They can exchange ideas, find solutions, and join exclusive events to make a difference.
What is the UBS Emerging Successors Community?
It’s a network for young adults to learn about wealth management and leadership. Members gain skills, connect with peers, and get access to expert content and insights.
What is the UBS Growth Entrepreneurs Network?
This network is for exceptional entrepreneurs. It offers peer discussions, coaching, insights from leaders, reports for growth plans, and advice from successful entrepreneurs and UBS experts.
How does UBS Private Wealth Management cater to diverse client segments?
They offer tailored services for different client needs and goals. Their holistic approach ensures clients get personalized financial advice and access to UBS’s resources and expertise.
What tax and estate planning guidance does UBS Private Wealth Management provide?
They offer tax and estate planning advice to help clients navigate tax changes and protect their wealth. The advanced planning group provides strategies for a secure financial future.
What family office services and insights does UBS Private Wealth Management offer?
They provide family office services and insights. The UBS Family Office Quarterly journal shares expert advice on starting and managing a family office. This ensures wealth is passed down smoothly across generations.
How does UBS Private Wealth Management assist with investing for living and giving?
They help clients invest for living and giving. The firm offers strategies and solutions that match their financial and philanthropic goals. This helps clients use their wealth to make a positive impact.
How does UBS Private Wealth Management help clients navigate the NIL landscape?
Their Athletes and Entertainers segment offers guidance on the complex NIL landscape. The “NIL Playbook” is a resource for athletes and entertainers to understand NIL opportunities and challenges, and manage their wealth effectively.
Source Links
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