5.5 billion
Assets under management
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
5.5 billion
Assets under management
40+
Years in business as a team
50 person
seasoned team
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
When it comes to understanding market risks and their impact on investment success, there is an elephant in the room—or rather, a bear. A “bear market” occurs when there is a greater-than-20% peak-to-trough drop in the S&P 500.
The Economics & Strategy Team at UBS has modelled five scenarios that could shape the outlook: a US election, a significant increase in global tariffs; a US recession; and a ‘no landing’ scenario where central banks globally have eased prematurely. We also consider what kind of China stimulus would move the needle, and how a potential oil shock would affect inflation and central banks.
With stocks at new heights, interest rate expectations shifting, and political and geopolitical uncertainty still elevated, we outline three ways to navigate the current landscape for the months and years ahead.
Private markets offer a combination of potentially better risk-adjusted returns over public markets, a long-term focus, and access to innovative and fast-growing businesses. They can provide differentiated investment opportunities when combined with a traditional public markets portfolio.
In this publication, we look at how women can build a strong investment strategy and portfolio to help them achieve their lifetime goals. In a world where gender gaps persist, women have the opportunity to at least partially offset such gaps with a sound investment approach.
51 countries
Our global footprint
More than 160 years
offering financial advice
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
