Global access. Strategic solutions.

Private Wealth Management

Abstract rendering

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Your primary source for financial advice

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.

  • Tony Brookfield Profile Photo

    Anthony Patrick "Tony" Brookfield

    Senior Vice President

    • image
    • image
    • image
    • CA
    • DE
    • ID
    • IL
    • MA
    • NJ
    • OR
    • SC
    • SD
    • TX
    • UT

    Tony Brookfield coordinates a team of professionals at UBS Private Wealth Management, focused on comprehensive wealth management for CEOs and executives of public companies, private business owners, entrepreneurs and other wealthy families. After delineating client needs in detail, he identifies and integrates specialists and resources that align with client priorities. Tony is adept in streamlining the efforts of external tax and legal specialists, pursuing a holistic wealth management strategy that is deliberate and cohesive.

    Prior to joining UBS Private Wealth Management in 2015, Tony spent 9 years as a Director in the Credit Suisse Private Bank, San Francisco and he worked as a Managing Director in the Bank of America Private Bank, San Francisco. He started his investment career in 1991 with the Lehman Brothers Private Client Services group, New York. Tony received his MBA from Columbia Business School, concentrating on Finance and International Business, and received a BA in Economics from the University of California, Davis.

    Tony is a San Francisco Ambassador for Columbia Business School, serves on the UC Davis Capital Campaign Committee, serves on the board of Keep Fish Wet, serves on the board of the Squaw Valley Alpine Foundation and was the former Chairman of the Executive Board of California Trout.

     

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Columbia Business School, M.B.A. concentrating on Finance and International Business
    • University of California, Davis, B.A. Economics
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    • Private Wealth Advisor
    555 California Street
    Suite 3200
    San Francisco, CA 94104
  • Pema Lakar Profile Photo

    Pema Lakar

    Senior Wealth Strategy Associate

    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • NE
    • NJ
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VT
    • WA
    • WI

    Pema has over 10 years of experience in the financial industry and has worked at firms such as Merrill Lynch and Credit Suisse prior to joining UBS Private Wealth Management.  Inspired by the Brookfield team's dynamic structure, Pema joined the team in 2015 catering to both domestic and International (Asia-centric) ultra-high net worth clients. As a wealth strategy associate, Pema oversees the team's daily operations, equity, fixed income trading and portfolio rebalancing.  She is also experienced in syndicate, 10b5-1, lending and FX.

    Pema graduated from the University of California, San Diego with a BA in economics.  In her spare time, she enjoys the outdoors, yoga and travelling.  She currently resides in the east bay with her husband and son.

    She holds the Series 7, 66 securities licenses and CA Insurance license. 

      • University of California, San Diego, B.A. Economics
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597

      Connecting you to the deep resources of UBS

      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.

      Wealth, from your point of view

      Change your community. Change the world.

      Change your community. Change the world.

      Executive decisions

      Executive decisions

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

      Insights