15 person
seasoned team
Our team’s personalized approach provides goals-oriented, multigenerational wealth management for high net worth families and comprehensive institutional consulting for endowments, foundations and not-for-profits.
Whether we’re advising a pension fund or an individual investor, we work closely with you to create a fully integrated plan. Although each member of our deep and integrated team has a clearly defined role and a specific set of skills, we work together, driven by our core values:
Our wealth management approach is dedicated to helping our clients get the guidance and knowledge they need to accomplish their goals. It all starts with a plan.
15 person
seasoned team
283
Collective years of experience
$3 Billion
Assets under management
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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