$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Managing Director–Wealth Management
Financial Advisor
Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”.
Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.
Bhadresh earned Bachelor’s degree in Mathematics and Master’s degree in Business Administration from India, and a Master’s degree in Finance from the University of Alabama. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™. He also holds the Certified Exit Planning Advisor (CEPA®) designation and is the member of The Exit Planning Institute™.
Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood. Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.
Bhadresh holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0720558.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”.
Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.
Bhadresh earned Bachelor’s degree in Mathematics and Master’s degree in Business Administration from India, and a Master’s degree in Finance from the University of Alabama. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™. He also holds the Certified Exit Planning Advisor (CEPA®) designation and is the member of The Exit Planning Institute™.
Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood. Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.
Bhadresh holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0720558.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Team Administrator
Managing Director–Wealth Management
Financial Advisor
Team Administrator
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
