Stifel

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202 E State St Ste 300
Traverse City, MI 49684

UBS is a leading global wealth manager and universal bank based in Switzerland, renowned for its extensive suite of financial services, investment solutions, and personalized advice for discerning investors and families. The firm serves a diverse clientele, including corporate and institutional investors, through its robust investment banking and asset management capabilities.

With a solid foundation in capital reserves and a commitment to sustainability and impact, UBS aims to empower clients to achieve their financial goals while providing insights and tailored solutions. The integration of Credit Suisse enhances UBS's offerings, fostering secure financial relationships and innovative strategies for clients worldwide.

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