ÃÛ¶¹ÊÓƵ

Skip Links

Content Area Main Navigation
ÃÛ¶¹ÊÓƵ logo, to home page
Wealth Management USA

Meta Navigation

    • English
  • Locations
  • Tools & ServicesView FINRA BrokerCheck information
    • Become a ÃÛ¶¹ÊÓƵ WM client
    • Find your ÃÛ¶¹ÊÓƵ Financial Advisor
    • Become a ÃÛ¶¹ÊÓƵ Advisor
    • Relationship summary
  • Client logins

    Choose your login

    ÃÛ¶¹ÊÓƵ Individuals

    • ÃÛ¶¹ÊÓƵ One Source (Corporate Stock Plans)

    ÃÛ¶¹ÊÓƵ Corporate and institutions

    • KeyLink

    Credit Suisse Individuals

    More logins
    Client logins

Main Navigation

  • Home
  • Our approachVisit overview

    • ÃÛ¶¹ÊÓƵ Wealth Way

      • Visit overview
      • The New Rules of Investing

    • Our Financial Advisors

      • Visit overview
      • Become a ÃÛ¶¹ÊÓƵ client

    • Digital experience

      • Visit overview
      • Online Services

    • Fraud prevention

    • Driving change

      • Visit overview
      • Sustainable investing
      • Inclusive Investing
    • The New Rules of Investing’s book cover

      The New Rules of Investing

      Explore more
  • Our solutionsVisit overview

    • Planning

      • Visit overview
      • Education planning
      • Estate planning
      • Retirement planning
      • Wealth Planning
      • Insurance planning

    • Investing

      • Visit overview
      • Alternative investments
      • Inclusive investing
      • Institutional consulting
      • Portfolio management
      • Structured solutions
      • Sustainable investing

    • Banking and Cash Management

      • Visit overview
      • Cash management
      • Commercial financing
      • Credit cards
      • Mortgage planning
      • Deposits
      • Securities-backed lending

    • Giving

      • Visit overview
      • Donor-advised funds
      • ÃÛ¶¹ÊÓƵ Philanthropy
      • ÃÛ¶¹ÊÓƵ Optimus Foundation

    • Private wealth management

      • Visit overview
      • Advanced planning
      • ÃÛ¶¹ÊÓƵ Family Advisory and Philanthropy Services
      • Family Office Solutions

    • Workplace Solutions

      • Visit overview
      • Financial wellness
      • Corporate retirement plan services
      • Equity plan services
      • Employee financial wellness programs
      • Equity compensation and incentive plan solutions
  • Who we serveVisit overview

    • Individuals and families

    • Specialized client segments

      • Visit overview
      • Athletes and Entertainers
      • Business owners
      • Multicultural investors
      • Multigenerational wealth
      • Women and finances

    • Ultra-high net worth investors

      • Visit overview
      • Family offices

    • Companies & organizations

    • Man looking through binoculars

      Insights for ultra high net worth investors

      Read more
  • InsightsVisit overview

    • Markets and economy

    • Investment research

      • Visit overview
      • POTUS 47: Investing under Trump 2.0

    • Watch market commentary

    • Listen to On-Air Podcast

    • Overhead view of woman in a bright pink kimono and large peaked straw hat amid a field of burgundy-colored bundles of straw

      ÃÛ¶¹ÊÓƵ Global Wealth Report 2025

      Gain insights into wealth trends across 56 key markets with the 16th edition of the Global Wealth Report.

      Read more
  • About usVisit overview

    • A leading Global Wealth Manager

    • Advice is our craft

      • Visit overview
      • ÃÛ¶¹ÊÓƵ House of Craft

    • Texas flood relief and recovery

    • ÃÛ¶¹ÊÓƵ Financial Advisors understand your world

      Explore how

header.search.alt

header.search.error

Search Title

Get in touch

A ÃÛ¶¹ÊÓƵ Financial Advisor is well-positioned to help investors with $1M or more in investable assets grow, preserve and transition their wealth.

You are here:
  • United States of America
  • Wealth Management USA
  • Become a ÃÛ¶¹ÊÓƵ WM client
Back to top

Reimagining the power of investing.

Connecting people for a better world.

ÃÛ¶¹ÊÓƵ purpose

Footer Navigation

Our solutions

  • Banking and Cash Management
  • Investing
  • Mortgage planning
  • Retirement planning
  • Workplace wealth solutions

Additional information

  • FINRA BrokerCheck
  • Relationship Summary (PDF)
  • Important legal information
  • Disclosure documents

About us

  • About Wealth Management USA
  • Awards and recognition
  • In the news
  • ÃÛ¶¹ÊÓƵ
  • Investors relations

Contact us

  • Become a ÃÛ¶¹ÊÓƵ Financial Advisor
  • Become a ÃÛ¶¹ÊÓƵ WM client
  • Find your ÃÛ¶¹ÊÓƵ Advisor
  • Make an appointment

Change your domicile

Explore ÃÛ¶¹ÊÓƵ.com

  • Explore ÃÛ¶¹ÊÓƵ.com
  • Asset Management
  • Investment Bank
  • Global Wealth Management
  • Our firm
  • ÃÛ¶¹ÊÓƵ
  • Investor Relations
  • Locations
  • Media
Follow ÃÛ¶¹ÊÓƵ on
  • Information on ÃÛ¶¹ÊÓƵ
  • Terms of use
  • Privacy statement
  • Report fraudulent mail
  • Additional legal information
  • Accessibility
  • Privacy Settings

Legal Information

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, ÃÛ¶¹ÊÓƵ Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at www.ubs.com/relationshipsummary, or ask your ÃÛ¶¹ÊÓƵ Financial Advisor for a copy.

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.Ìý

© ÃÛ¶¹ÊÓƵ 1998 - 2025. All rights reserved.ÌýThe key symbol and ÃÛ¶¹ÊÓƵ are among the registered and unregistered trademarks of ÃÛ¶¹ÊÓƵ. ÃÛ¶¹ÊÓƵ Financial Services Inc. is a subsidiary of ÃÛ¶¹ÊÓƵ Group AG. Member FINRA/SIPC.

Wealth management services in the United States are provided by ÃÛ¶¹ÊÓƵ Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services.Ìý.Ìý. ÃÛ¶¹ÊÓƵ Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.Ìý

Notice for Non-U.S. Investors.ÌýNotice for Non-Puerto Rico Investors.ÌýOrder Routing Disclosure.ÌýStatement of Financial Condition (PDF).ÌýStatement of Financial Condition- ÃÛ¶¹ÊÓƵ FSI of Puerto Rico (PDF).ÌýBest Execution Statement (PDF).ÌýLoan Disclosure Statement (PDF).ÌýAccount Sweep Yields.ÌýAdvisory & Brokerage Services.ÌýCFP Board's Trademark Disclaimer.ÌýFutures Commission Merchant (FCM) Information for ÃÛ¶¹ÊÓƵ Financial Services Inc.ÌýDisclosures.