The alliance is designed to expand access to UBS NextGen education programmes, global events and other initiatives. The Young Investors Organization has almost 2,000 members from more than 75 nations.

UBS is partnering with the Young Investors Organization to support a new generation of wealth holders.

YIO, founded in 2007, connects almost 2,000 members from over 75 countries ranging in age from 20 to 40 or more.

The renewed alliance will expand access to UBS Next Gen education programmes, global summits, and cross-regional initiatives, UBS said in a statement yesterday.  

Heirs and rising investors are set to inherit $6.3 trillion in wealth over the next 15 years, raising questions about their attitudes towards investment, reshaping philanthropy, innovation and other topics, UBS said. 

“UBS is committed to supporting the next generation of global wealth leaders and we are pleased to renew our 18-year partnership with the YIO, bringing our collaboration to the next level through greater global connectivity,” Benjamin Cavalli, head of strategic clients and global connectivity, UBS Global Wealth Management, said.

Louise Huterstein, president and board member, Young Investors Organization, added: “This partnership with UBS elevates YIO to a new level of global influence. We are not just building a community – we’re shaping a movement of young wealth creators who want to redefine success for their generation and beyond.”

Benjamin Cavalli from UBS and Louise Huterstein from YIO celebrate the strategic partnership at the 2025 YIO Reunion in Cape Town, South Africa, together with YIO board members and UBS NextGen Leaders. Left to right: Pierre-Edouard Wahl/YIO, Susanne Eiermann/UBS, David Cohen/YIO, Louise Huterstein/YIO, Benjamin Cavalli/UBS, Jasper Lai/YIO, Viola Werner/YIO founder and Anton Szpitalak/YIO.