UBS Global Wealth Management

About UBS Global Wealth Management

UBS Global Wealth Management is the largest wealth manager in the world by assets under management, with a dominant position in Europe, Asia, and the Americas. The Zurich-headquartered division serves UHNW clients, family offices, and institutional investors through a global network of relationship managers, investment specialists, and wealth planning professionals. For trophy-asset clients, UBS provides Lombard lending against diversified portfolios, cross-border wealth structuring, art advisory and financing, and access to direct private investments. The firm's scale means it can deploy specialist expertise, art banking, yacht financing, real estate advisory, that boutique wealth managers cannot match. UBS's Swiss heritage and global reach make it the default private banking relationship for many European and Middle Eastern family offices with multi-jurisdictional wealth.

Known For

• Largest wealth manager in the world by invested assets, with a dominant position in Switzerland and strong franchises in Asia and the Americas
• Global Family Office unit combining private banking with investment bank access for the largest family relationships
• Absorbed Credit Suisse in 2023, adding substantial UHNW books in Switzerland, Asia and the Middle East
• Specialist desks for art, yacht and aircraft financing, direct private markets and cross-border wealth planning

Typical Mandate

UBS Global Wealth Management's core client is a family or family office with assets from the tens of millions of francs upward and a need for multi-currency, multi-jurisdiction banking. Mandates combine discretionary or advisory portfolios with Lombard lending, structured credit against property, art, yachts or aircraft, and access to private market co-investments. The Global Family Office group serves families with assets in the hundreds of millions and above that require investment banking, custody and execution at institutional terms.

How to Engage

Entry is usually through an existing UBS relationship, a referral from a lawyer or trustee, or a direct approach to a regional office listed on the bank's website. Prospective clients are assigned a client adviser who coordinates specialists in lending, planning and investments. Onboarding is thorough: identification of all beneficial owners, documented source of wealth and, for family offices, a review of the entity structure before accounts are opened.

Frequently Asked Questions