Customized investment strategies for private and institutional clients

The Arthurs Malof Group

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:

  • You come first at every step in the relationship.
  • You expect excellence and an exceptional client experience.
  • You demand accountability from our team and our global network.

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.

- Glenn Arthurs

15 person

seasoned team

As of 03/31/2023

283

Collective years of experience

$3 Billion

Assets under management


Our private clients

Our private clients

building

Our institutional clients

investments

Investment Management

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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