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UBS Wealth Management

Name: UBS Wealth Management
Availability: InStock
Rating: 4.75 (57000 reviews)

Navigate your global portfolio and equity awards with a crisp, personalized interface. Experience powerful tools designed for the modern executive to manage wealth, track spending, and connect with expert advice at a glance.

Finance & Crypto ›

Key Figures

Downloads

182K+

User Rating

4.7/5

Total Ratings

57K+

Publisher

UBS AG

Sophisticated Control Over Your Financial Legacy

Designed for the modern executive, the UBS Wealth Management app combines global financial expertise with a powerful, intuitive mobile experience to manage your complex portfolio.

Executive Equity Management

Monitor your UBS-administered equity awards and vested stock units with real-time tracking and strategic clarity.

Holistic Asset Oversight

Navigate your accounts, cash flow, and global investments through a crisp, high-performance interface built for your lifestyle.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

UBS Wealth Management - UBS Wealth Management mobile app interface showing total net balance and financial assets — UBS Wealth Management mobile app interface showing total net balance and financial assets

UBS Wealth Management - UBS Wealth Management app screen displaying a financial overview of investment accounts and balances — UBS Wealth Management app screen displaying a financial overview of investment accounts and balances

UBS Wealth Management - Mobile interface of the UBS Wealth Management app showing banking services for deposits and fund transfers — Mobile interface of the UBS Wealth Management app showing banking services for deposits and fund transfers

UBS Wealth Management - A screenshot of the UBS Wealth Management app showing the contact page for a financial advisor with options to call, email, or connect on LinkedIn. — A screenshot of the UBS Wealth Management app showing the contact page for a financial advisor with options to call, email, or connect on LinkedIn.

Description

Simple, powerful, personalized The App is intended for UBS prospects and clients who are or may do business with U.S. registered UBS entities. Navigate your financial life with convenience, thoughtful tools and crisp design - Manage your accounts and cash - Set budgets and track spending with financial tools - Manage your UBS-administered equity awards account* * Once enabled for your company, contact your company's plan administration team with questions. The information you include in this app is for your personal use only. UBS will use your responses to personalize your digital experience, but will not update client records unless you confirm the information with your Financial Advisor. UBS Financial Services Inc. has made UBS Wealth Management app available to, and UBS Wealth Management app is only intended for and able to be used by existing clients of UBS Financial Services Inc. The availability of UBS Wealth Management app in non-US App Stores for download does not constitute a solicitation, offer or recommendation of a UBS product or service or to enter into any transaction, nor does it establish or constitute a solicitation or offer to establish a client relationship between the person who downloads UBS Wealth Management app and UBS Financial Services Inc. or any of its affiliates. As a firm providing wealth management services to clients, UBS 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 ubs.com/relationship summary, or ask your UBS Financial Advisor for a copy. Australia Disclosure The App is intended for or able to be used only by pre-existing UBS Financial Services Inc. clients domiciled in Australia; it is not intended as any form of solicitation to persons domiciled in Australia who do not hold UBS Financial Services Inc. accounts. China Disclosure The App is hosted outside your jurisdiction by UBS Financial Services Inc. UBS Financial Services Inc. is not a licensed financial services institution in your jurisdiction and the content of the App may not have been approved, disapproved or endorsed by any financial or regulatory authority in your jurisdiction. © UBS 2025. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC.