Wealth Management Private bank & family office
Rank 05
UBS Global Family and Institutional Wealth
Euromoney’s world’s best FO services franchise at unmatched Swiss scale—capability peaks where partnership boutiques cannot, with Credit Suisse absorption as the discretion caveat.
Photograph by Ank Kumar, CC BY-SA 4.0, via Wikimedia Commons, resized
Why it is here
Euromoney named UBS world’s best for family office services in 2026 (and 2025), describing Global Family and Institutional Wealth as an institutional-grade FO franchise. CNBC’s May 2026 Inside Wealth coverage of the UBS Global Family Office Report independently documents the bank surveying hundreds of family-office clients on allocation—franchise scale, not brochure copy. PWM/The Banker’s 2024 winners’ profiles quote leadership on the GFIW platform for entrepreneurs’ family offices. Post–Credit Suisse absorption remains the structural diligence item (client migration and legacy reputational overhang).
Who it is for
Complex global UHNW and institutional family offices that need Swiss booking depth plus IB/markets toolkit—and can diligence CS-legacy team and booking-entity clarity.
Sources
- The world’s best for family office services 2026: UBSGFIW described as institutional-grade FO franchise; >$4.5T invested assets cited.
- Wealthiest investors pull money out of U.S. in 'de-dollarization' tradeCNBC covers the UBS Global Family Office Report surveying 307+ family-office clients—independent confirmation of UBS FO franchise scale.
- Global Private Banking Awards 2024: Winners’ profilesIqbal Khan on UBS GFIW platform serving entrepreneurs’ family offices with institutional private-market solutions.
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