UBS Wealth Management

UBS works closely with business owners on pre-liquidity and post-liquidity strategies leveraging UBS’s broad set of global capabilities. We provide institutional access, advice, and expertise from across the firm and around the globe.

Why UBS?

• CEOs need curated data and research on their industries to make smarter strategic decisions. UBS is a top rated research platform globally, giving access to award-winning proprietary data sets and research with actionable insights. UBS Evidence Lab covers 5000+ companies across all regions and sectors around the world, both public and private companies.
• Successful business owners work in teams. UBS provides direct access to experts, analysts, and thought leaders around the world to drive business forward.
• We are experts at simplifying our clients’ lives with consolidated reporting containing detailed information associated with each of life’s many financial aspects presented in an easy-to-view format.

What access do I get?

• UBS Analyst Connectivity: Ability to connect directly with experts in specific sectors who can provide advice, innovative solutions, outstanding execution, and comprehensive access to the world’s capital markets.
• Capital Markets Connectivity: UBS’s platform of creative financing solution groups as well as access to our vast network of debt and equity investors.
• Intellectual Capital: Access to UBS white papers including our various strategic client segments such as Business Owners, Women, Rising Generation, Athletes and Entertainers, Multicultural Investors, and Multigenerational Wealth.
• Advanced Planning Group: The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies, income and transfer tax planning, family office structuring, business succession planning, charitable planning, and family governance.
• Global Family Office Services: We have aligned our capabilities and services across divisions to create a platform dedicated to the needs of sophisticated family offices.
• Wealth Management: Access to specialized wealth management expertise, delivering customized planning, investment, lending, and estate strategies for business owners and family offices.

How can CEOs leverage us?
Tap into the UBS platform and our partner network for your business and personal information needs. The UBS network spans not only your local business environment, but your industry globally. Leverage UBS for connectivity, institutional research, and wealth management.