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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
