Global leader
UBS is a world-leading wealth manager
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Associate Director
Wealth Management Banker
Executive Director
Senior Wealth Planning Strategist
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
Global leader
UBS is a world-leading wealth manager
$5+ trillion
In invested assets globally
As of 11/07/2023
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings