UBS

Spear’s Review

UBS, the Switzerland-headquartered multinational investment bank and financial services firm, has a presence in all major financial centres, offering personal and private banking, wealth management, asset management and investment banking services for private, corporate and institutional clients.

UBS counts approximately half of the world’s billionaires among its clients and is one of the largest wealth management firms globally, operating in over 50 markets on five continents, with $7 trillion in invested assets as of end-2025.

As one of the world’s most established institutions for high-net-worth and ultra-high-net-worth services, UBS’s overall mission for its wealth management offering is to guide its clients towards a ‘brighter future for your investments, your business and eventually your family’.

The wealth management arm offers clients a range of tailored advice and investment services, including investment solutions; offshore services; social impact and philanthropy services; aviation and yachts finance; entrepreneur and family business advisory; and estate and succession planning, including trusts.

UBS was shortlisted for Financial Services Firm of the Year at the 2026 Spear’s Awards. 

Company Profile

UBS is one of the world’s leading wealth managers, helping individuals, families, entrepreneurs and family offices pursue what matters most to them, in life, in business and across generations. With more than 160 years of experience, UBS combines its Swiss heritage in wealth management with global expertise and a deeply personalised approach to managing wealth.

Global reach, local relationships

For clients whose lives, families and business interests span different countries and markets, UBS combines global reach with local knowledge. Its network spans more than 350 wealth management, representative and advisory offices across more than 50 markets, with a presence in leading financial centres worldwide. This means clients can draw on specialist expertise, insights and opportunities internationally while retaining a relationship grounded in their own needs and circumstances.

By bringing together expertise from Global Wealth Management, the Investment Bank and Asset Management, UBS can connect clients to a breadth of insight and capabilities across wealth, markets and investment solutions. It combines the personal relationships and local knowledge clients value with the resources and reach of a truly global firm.

In the UK, where UBS established its wealth management presence in 1999, more than 120 advisers provide personalised wealth management services to over 15,000 clients.

A wealth strategy as individual as the client

UBS starts with understanding what clients want their wealth to achieve using a simple framework for turning those ambitions into a plan, organising wealth around three strategies: liquidity for today, longevity for tomorrow and legacy for others. Together, these help clients consider what they need to maintain their lifestyle now, achieve their goals over the longer term, and support the people and causes that matter to them in the future.

UBS then brings together investment expertise, wealth planning, financing and lending, philanthropy, succession and family wealth expertise around those goals. Clients can also access the insights of UBS’s Chief Investment Office, as well as the broader resources and capabilities of the UBS Group.

This breadth can be particularly valuable for entrepreneurs, whose personal wealth and business interests are often closely connected. UBS supports entrepreneurs through various stages of their journey, such as succession or sale, and then managing and transferring the wealth created. Its approach can bring together personal advice, global investment expertise, entrepreneur networks and broader specialist capabilities around those interconnected needs.

Connected to a world of expertise and ideas

UBS’s scale also provides clients with access to global research, perspectives and networks. Its wealth insights include the Global Wealth Report, Global Family Office Report and Global Entrepreneur Report, bringing together UBS expertise and perspectives from wealthy individuals, entrepreneurs and family offices around the world.

For UHNW clients and family offices with institutional-like needs, UBS combines personalised advice with global resources and specialist expertise designed for the particular complexity of significant family wealth. Its 2026 Global Family Office Report, for example, draws on more than 300 family office clients across more than 30 markets.

At the heart of UBS’s approach is a simple idea: wealth is individual. By combining a deep understanding of each client with global reach, specialist expertise and the wider capabilities of UBS, the firm seeks to help clients protect, grow and make purposeful use of their wealth today and for generations to come.

Important notice

This has been prepared by UBS AG, its subsidiary or affiliate (‘UBS’). The information above is solely for information and UBS marketing purposes. Nothing in this document constitutes investment research, investment advice, a sales prospectus, or an offer or solicitation to engage in any investment activities.