UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With over $3.9 trillion in invested assets globally and a presence in 51 countries, UBS is committed to understanding and meeting the unique financial needs of its clients. Backed by the strength of UBS AG, the firm has a long history of guiding clients through various financial challenges and market opportunities, providing finely crafted financial advice tailored to individual goals and priorities.
As an SEC-registered investment adviser and broker-dealer, UBS Financial Services Inc. delivers excellence in wealth management by leveraging its heritage, attention to detail, and expertise. The firm's formal integration with Credit Suisse further enhances its capabilities, ensuring an unprecedented level of strength in serving clients' financial goals. With a focus on lasting relationships and a global footprint, UBS is dedicated to helping clients confidently pursue their life goals and turn their financial vision into a reality.
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