$6.9 trn
UBS Group invested assets
As of 10/29/2025
We achieve this by keeping our core values close to our heart:
Unflinching Integrity. We only do what is right for you. An ethical, client-first
approach is our over-arching commitment to you.
Competency. We provide you with an uncommon blend of personalized understanding and a depth of knowledge of the capital markets. This enables us to build capital that can change lives and achieve your present and future goals. We implement your personalized asset allocation plan with intent and purpose.
Uncompromised Conduct. We believe your trust and confidence must be won each and every day. We hold ourselves and our business to the highest standards of conduct and professionalism. We believe you deserve to enjoy your life with your friends, family, and philanthropic causes free from the burden of worry about your financial affairs.
Exclusivity. We have a limited client base thereby assuring you ready access to personalized service. We follow up and execute on every commitment.
Continuity. We are aware you seek to retain our services not only for yourself but for the needs of your entire family.
Predictability. The essence of our approach is our wisdom of how best to achieve the goals of your personal financial plan.
1. Develop a financial plan that defines your personal risk profile appropriate for the portfolios in which you will be invested to achieve your goals.
2. Allocate your assets into an equity and fixed income portfolio proportionate to your personal risk profile ascertained from your financial plan.
3. Deploy the remaining assets into BBP growth portfolio with emphasis on medical technology.
Senior Vice PresidentโWealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Wealth Planning Associate
Senior Vice PresidentโWealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Wealth Planning Associate
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.
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
