$6.9 trn
UBS Group invested assets
As of 10/29/2025
At Alpha Partners, we understand that investment management is ultimately more than just markets—it’s about protecting what you’ve built and helping you create the future you envision. Our ALPHA strategy reflects our commitment to guiding you with care, clarity, and discipline, so your wealth is positioned to support your life’s goals across generations:
A – Analysis: Every portfolio starts with rigorous research and market analysis, ensuring that each investment decision is grounded in data and insight.
L – Long-Term Focus: We invest with a forward-looking perspective, building portfolios designed to create enduring value through market cycles.
P – Portfolio Construction: Diversification and balance are key. We carefully design portfolios that align with your objectives while optimizing for risk-adjusted performance.
H – Hedging Risk: Markets can be unpredictable. We incorporate strategies to help mitigate downside risk, so you can remain confident even in volatile environments.
A – Accountability: We hold ourselves to the highest standards, maintaining transparency and discipline so you always know where you stand and how we’re driving results.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior 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.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
More than 160 years
offering financial advice
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 10/29/2025
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The Global Wealth Report, now in its sixteenth edition, provides a clear and detailed picture of wealth generation and distribution in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets.
We hope this year’s report gives you valuable insights into the world of wealth and inspires you as you turn your financial vision into reality.
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.
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
A Family Office Solutions publication
Third Quarter 2025
We are pleased to share the third edition of the Family Office Quarterly for 2025 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
