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.

$800 million

Assets under management

180 years

navigating complex wealth challenges

7 person

seasoned team


Forging connections

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.

Comprehensive planning

Corporate matters

Your multigenerational family

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

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Insights