Assets under management
Nuval Wealth Partners brings together a small group of senior advisors, all deeply experienced at working with many of Latin America’s most successful C-suite executives, business owners and multigenerational families. With our combined depth of knowledge, broad geographic reach and extensive network of contacts, the team is focused on fostering highly personal and trusted relationships throughout the region, from Mexico to the Southern Cone.
No matter how complex your circumstances, we have the experience and resources to help connect you to the solutions and strategies that can advance your goals—for you, your business and your family. Backed by the strength and reach of one of the world’s largest wealth managers, we can access—and deliver—an impressively wide array of ideas and thought leadership on your behalf. Collectively, our team taps their wealth know-how and deep local knowledge for your benefit: with targeted investment ideas, customized wealth planning strategies and a holistic approach for your wealth that comes from decades of experience working with successful clients like you.
More than ever, you need an experienced team by your side. We can help guide you through all of life’s most important moments, with thoughtful, strategic advice and a clear plan for what comes next.
Assets under management
navigating complex wealth challenges
Drawing on our deep experience and our relationships both within and outside UBS, we can connect you to a wide array of smart sophisticated solutions, influencers and resources. Within UBS, we can access our global platform, including our investment bank, on your behalf. Externally, and depending on your needs and goals, we can selectively tap our extensive network of specialists and experts.
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a team of International Private Wealth advisors, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
In invested assets globally
As of 12/31/2022
Our global footprint
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022