Ubs Wealth Management

UBS Wealth Management sits at the intersection of global scale and private banking tradition, a combination that matters when a family office needs both institutional investment access and personalised advisory in a single relationship. As the self-described largest global wealth manager, UBS organises its offering around what it calls UBS Wealth Way, a financial planning framework that structures client wealth into short and long-term goals rather than treating the portfolio as a single undifferentiated pool. For ultra-high-net-worth families and family offices, this translates into a tiered planning approach that spans day-to-day liquidity needs through to multigenerational wealth transfer.

The family office and UHNW segment receives dedicated coverage, including research outputs such as the Billionaire Ambitions Report and the annual Global Wealth Report, both of which track wealth transfer trends and billionaire behaviour globally. The Chief Investment Office, recognised by the PWM/The Banker Global Private Banking Awards 2025, provides research that clients access directly. Key service components include:

• Personalised financial planning aligned to life goals via UBS Wealth Way
• Access to the Chief Investment Office research and investment insights
• Dedicated family office and UHNW coverage with proprietary research
• Connectivity to peer networks for principals and family office decision-makers
• Presence across all leading financial centres worldwide

The trade-off a family office accepts here is size. UBS serves an enormous client base globally, and principals who prioritise a boutique relationship or highly customised operational infrastructure may find the offering less agile than a specialist multi-family office. Pricing is not publicly disclosed. The platform is built for families who value institutional research quality, global reach, and the balance sheet strength of a major bank over narrow specialisation.