Ubs Financial Services Inc.
Financial Advising
Why pick this one
UBS Financial Services Inc. provides wealth management for investors with $1 million or more in investable assets, alongside asset management and investment banking capabilities.
Best for
- Investors with $1 million or more in investable assets
- Families seeking wealth transfer and legacy planning
- Institutional and professional investors needing traditional or alternative asset management
- Corporates seeking investment banking advice and execution
- Clients needing integrated wealth management, mortgage, and banking support
Look elsewhere if
- Investors seeking advice specifically designed for portfolios below $1 million
Specialties
- wealth management
- wealth transfer planning
- traditional and alternative asset management
- investment banking advice and execution
- family office solutions
What makes them different
- UBS Group reports USD 7.3 trillion in invested assets as of July 29, 2026
- UBS reports USD 72.5 billion in CET1 capital reserves as of July 29, 2026
- A UBS Financial Advisor is positioned to help investors with $1 million or more in investable assets
- UBS describes 160 years of building client relationships
- Client account and banking assistance is available 24 hours a day, 7 days a week
Distilled from this business's own website.
Contact & Location
- Address
- 138 Charlotte St Unit 100, Asheville, NC 28801-1969
- Phone
- 18282589860
- Website
- https://www.ubs.com
Services
- financial advice
- investment solutions
- personalized wealth management
- asset management
- investment banking
- corporate client and institutional solutions
- mortgage and banking support
- employer-sponsored stock plan support