$3.9 trillion
In invested assets globally
As of 12/31/2022
At Alignment Partners, we‘ve purposely built a diverse team of Private Wealth Advisors across industry experience, backgrounds, credentials and passions. That diversity of knowledge and perspective provides our successful clients—leaders in finance, founders of great companies and exceptional women—with the power to make informed decisions for their families. And yet we are also of one mind— in fact, in complete alignment—when it comes to our commitment to you, to sit on the same side of the table and to put your interests first. Above all, we strive every day to provide uncompromising service paired with transparent, thoughtful and unbiased advice.
New ideas. Holistic approaches.
As a group of forward-thinkers, we understand the value of bringing discipline to your financial world and applying innovative approaches to solve the complex issues that often accompany substantial wealth. Most importantly, whatever your objectives or the challenges you face, you‘ll find our team to be completely energized with new ideas, holistic approaches and solutions that are creatively designed and strategically managed. Each recommendation we make is tailored exactly for you, your priorities and the goals that matter.
A world of access and opportunity
Thoughtful wealth structuring and investment management will always be fundamental to our practice, given the depth of our capital markets knowledge and experience. The current environment and the ambitions of our sophisticated clients require us to have that edge. But we are also a team of advisors within a global firm that truly focuses on serving the needs of the world's most exceptional families. To us, it's that level of access, intelligence and engagement that can help you pursue your broader financial goals.
Through the exclusive UBS Private Wealth Management division, our team has access to the full depth and breadth of UBS resources and expertise:
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
