Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Angus Miller, CIMA® heads an experienced Wealth Management team who work with successful Entrepreneurs, Senior Corporate Executives and Non-Profit Foundations and Endowments on a global basis. He addresses the needs of investors whose substantial assets require sophisticated planning and innovative strategies. He focuses on customized Portfolio management, Risk management, Hedging and Diversification strategies, Trust and Estate Planning, Corporate Cash Management, Employee Benefits Programs and Liability Management.
Our approach to working with clients is based on a methodology that provides consistent scheduled communication and rapid response to any and all concerns. We strongly believe regular, scheduled communication, education and planning enhances the family's ability to make better decisions.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Angus Miller, CIMA® heads an experienced Wealth Management team who work with successful Entrepreneurs, Senior Corporate Executives and Non-Profit Foundations and Endowments on a global basis. He addresses the needs of investors whose substantial assets require sophisticated planning and innovative strategies. He focuses on customized Portfolio management, Risk management, Hedging and Diversification strategies, Trust and Estate Planning, Corporate Cash Management, Employee Benefits Programs and Liability Management.
Our approach to working with clients is based on a methodology that provides consistent scheduled communication and rapid response to any and all concerns. We strongly believe regular, scheduled communication, education and planning enhances the family's ability to make better decisions.
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
