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 $6.1 trillion in assets under management as of end-2024.

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.