UBS Group AG

UBS operates as the world’s largest global wealth manager, with $7 trillion in invested assets and 160 years of client relationships. For family offices evaluating a primary banking and wealth management relationship, the firm’s scale translates into access to resources that smaller private banks cannot replicate: a full investment bank, proprietary research, asset management capabilities across traditional and alternative asset classes, and dedicated private wealth management services including advanced tax and wealth transfer planning.

The private wealth offering addresses family-specific needs through several channels:

• Advanced planning covering tax strategy, wealth transfer, and estate structures
• Investment research and market insights through a dedicated global team
• Entrepreneur-focused advisory, including the UBS Global Entrepreneur Report
• Access to both public markets and alternative asset classes through the asset management division
• Dedicated financial advisors with access to the broader UBS platform

Following the Credit Suisse integration, UBS now manages a significantly expanded balance sheet with CET1 capital of $71.3 billion, which matters to family offices that evaluate counterparty strength as part of their banking decisions. That integration also introduces operational complexity and a period of platform consolidation that prospective clients should factor into their due diligence. UBS suits ultra-high-net-worth families and family offices that prioritize global reach, balance sheet depth, and access to institutional-grade investment capabilities alongside their private wealth relationship. Families seeking a boutique experience, transparent fee structures, or a single-purpose family office specialist may find the firm’s breadth works against the personalized focus they require. Pricing is not publicly disclosed.