UBS Wealth Management in the US
A unique outcome, crafted for you
A unique outcome, crafted for you
Your choices have brought you this far. With ambition like that, you need someone who elevates advice to a craft.
UBS Advisors bring insight and experience to work for you in helping you achieve what’s most important.
UBS. Advice is our craft.
Who we serve
Helping individuals, families, and organizations unlock a wealth of possibilities
Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.
For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.
Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions
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Latest insights
Our current thinking to keep you ahead of the curve
Chief Investment Office
A great future in plastics
to understand how the internet did not merely improve existing markets—it created entirely new ones and stands firmly in the lineage of America’s great innovations.
A great future in plastics
More than 150 million daily transactions—and still evolving. Discover why credit cards remain a powerful driver of digital payments, consumer spending and long‑term growth in CIO’s latest 250 Years of US Innovationǰ.
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Let’s have a conversation about your goals.
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Three strengths. One UBS.
We’re exclusively dedicated to delivering exceptional wealth management as we have done for more than 160 years. You may be just starting out. Or growing your wealth with big dreams for the future. Wherever you are on your financial journey, we can help connect you with expertise and capabilities across the world.
Markets and economy
Our latest analysis of the markets, economy, and trends
- Washington Weekly: Precarious Ceasefire
- Invest in transformational innovation
- Diversify across equities
- Hedge market risks
- Favor commodities
- Lock in yields
- Strategic: Go sustainable
- Strategic: Strengthen your core
- Strategic: Optimize your leverage
- Strategic: Diversify with alternatives
- CIO continues to recommend diversification across sectors and geographies
- VIDEO: A perfect equation for the volatile markets?
- Earth Day: A useful lens for a conversation on nature
- Why investors should diversify, rebalance, and hedge
- Can consumer and business confidence catch up with more upbeat investors?
- Trump administration presses US drillers to boost output
- How will Middle East conflict impact commodities?
- What does Fed policy mean for investors?
- Quality bonds offer an attractive source of diversification and income
- US Treasury, Fed reportedly warn banks about AI risks
- Infrastructure – The backbone of the economy, a diversifier in the portfolio
- Investors need to rethink the "factor" approach
- Don't just do something, stand there!
- What is the FIRE movement?
- What comes next after a challenging month and quarter for portfolios?
- VIDEO: Closed Strait fuels new energy pathways
- What can RILAs do for you?
- Seasonal planning checklist: Spring
- Advanced Planning Group: 2026 Planning Guide
- How to build a Liquidity strategy
- VIDEO: Finding the balance in an ever-evolving market
- Why you should stay invested and keep a long-term perspective
- Does it makes sense to phase into markets?
- VIDEO: UBS Bank USA National Charter approval
- Market timing is time and resource intensive
- Autocallable GEARS to harness volatility
- Diversify across equities
- Hedge market risks
- What is the outlook for private credit?
- Washington Weekly: Iran Challenges
- Oil price shock, geopolitics, and Swiss stability
- Invest in transformational innovation
- Seek diversified income
- Favor commodities
- Strategic: Diversify with alternatives
- Strategic: Optimize your leverage
- Strategic: Go sustainable
- Strategic: Strengthen your core
- VIDEO: NIL's new reality is greener than ever
- Markets seeing heightened risk of continued volatility
- Update: Managing wealth through crisis and war
- AI opportunities are more than just US tech
- Commodities are set to play a more prominent role in portfolios in 2026
- Why the Fed is likely to hold rates steady until later this year
- Washington Weekly: DHS Deadlock
- Strategies investors can implement to boost the resilience of portfolios
- REPLAY: An economic outlook conversation with Dr. Claudia Sahm
- Volatility is not a good reason to exit the market
- AI should remain a key driver of global equity performance
- Will the US-Iran war follow the pattern of crises that fade quickly from markets?
- Practicalities and incentives that speak against open-ended conflict
- Structural headwinds remain for the US dollar
- Washington Weekly: Iran
- VIDEO: Is there enough energy in the world to power AI?
- VIDEO: Emerging markets take the lead
- Distribution strategies for IRA owners and beneficiaries
- VIDEO: Stay invested amid evolving Middle East dynamics
- Has AI capital spending become too much of a good thing?
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Together, we can help you pursue what’s important
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