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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Belin Robertson joined UBS in 2025 from Wilmington Trust. With over 25 years of industry experience, including significant time with major firms Merrill Lynch and Neuberger Berman, Belin specializes in complex trust matters and sophisticated planning around liquidity events for clients and their families.
Belin earned his M.B.A. from the University of Southern California Marshall School of Business in Los Angeles, California, and has his Bachelor of Arts in History with Honors from Lehigh University in Bethlehem, Pennsylvania. He holds his 7, 65 and 63 securities licenses as well as his life insurance license.
Belin lives in Irvine, California, with his wife Hye Jin and has two adult children.
Investing for your future
Belin takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He will work with you to design an investment plan for your important life goals, balancing growth and preservation over time. Belin anchors investment ideas and strategies in a deep understanding of all you want to accomplish as well as timely research insights and trends from across the firm. He helps determine the combination of solutions, managers and strategies suited to your particular preferences, and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Past experience
Education and credentials
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Belin Robertson joined UBS in 2025 from Wilmington Trust. With over 25 years of industry experience, including significant time with major firms Merrill Lynch and Neuberger Berman, Belin specializes in complex trust matters and sophisticated planning around liquidity events for clients and their families.
Belin earned his M.B.A. from the University of Southern California Marshall School of Business in Los Angeles, California, and has his Bachelor of Arts in History with Honors from Lehigh University in Bethlehem, Pennsylvania. He holds his 7, 65 and 63 securities licenses as well as his life insurance license.
Belin lives in Irvine, California, with his wife Hye Jin and has two adult children.
Investing for your future
Belin takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He will work with you to design an investment plan for your important life goals, balancing growth and preservation over time. Belin anchors investment ideas and strategies in a deep understanding of all you want to accomplish as well as timely research insights and trends from across the firm. He helps determine the combination of solutions, managers and strategies suited to your particular preferences, and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Past experience
Education and credentials
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
