With a 160+ year history and as part of a global Swiss firm with Financial Advisors in 49 states, ÃÛ¶¹ÊÓƵ Wealth Management in the US has extensive experience managing the wealth of high-net-worth and ultra-high-net worth individuals and families.

Time and again, our firm has been tested and proven resilient. Our Financial Advisors continue to build lasting relationships with clients in helping them pursue their goals through managing their wealth. Today, ÃÛ¶¹ÊÓƵ is stronger than ever.

Strong ratings and capital reserves

A-

Long-term credit rating1Ìýby Standard & Poor’s

$6.1 trn

invested assets2

$69 bn

Capital reserves3

1ÌýDetails ÃÛ¶¹ÊÓƵ Group AG also received ratings of A3 and A from Moody’s and Fitch, respectively.
2 ÃÛ¶¹ÊÓƵ Group AG invested assets as of May 21, 2025.
3 As of May 21, 2025, ÃÛ¶¹ÊÓƵ has CET1 capital of USD $69bn.

Why ÃÛ¶¹ÊÓƵ matters for your financial life

  • Financial strength and resiliency

    Our topÌýratings from major credit agenciesÌýcan helpÌýgive youÌýmore financial confidence. We also perform regularÌýfinancial "stress tests" to help further protect yourÌýassets.

  • Globally connected, locally active

    As one of the world's leading wealth managers, weÌýcombine global reach with localÌýknowledge. That way, we can give you the most timely, relevant insights as youÌýpursue your financial goals.

  • Holistic advice, tailored for you

    Our Advisors can tap into our full range of solutionsÌýand global resources to deliver comprehensive adviceÌýand address your unique needs

Globally strong. Locally active.

ÃÛ¶¹ÊÓƵ has a long-standing commitment to serving the communities in which we live and work. Our Community Impact program operates in all regions to make connections where they matter most.

  • We make connections, locally and in cities and branches across the country.
  • The program is a powerful vehicle to generate social impact and address issues associated with wealth inequality.
  • In addition to our Group-wide goals, our regional Community Impact programs allow us to focus on the issues relevant to our local communities.
    Ìý

Quarterly updates and other important information

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Approval code: IS4614871ÌýExpiration: 07/07/2026