14
Advisors on the team
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
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.
14
Advisors on the team
5.2 billion
Assets under management
50 person
seasoned team
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
Best
Private Bank for Sustainable Investing
PWM/The Banker Global Private Banking Awards, 2018-2020
Hear from Andy Burish, Managing Director of The Burish Group, on his views of deglobalization and its effects on inflation.
In an updated report by UBS Chief Investment Office, our goal is to help you lay the foundation for protecting yourself against market downturns by attempting to answer three questions:
1) What are the characteristics of a bear market?
2) How can we prepare our portfolios and financial plans for a downturn?
3) What steps should we take in the middle of a bear market?
Many individuals share a core concern about running out of money during retirement. And, with inflation in the headlines, households may question the viability of their retirement plan.
Hear from Jason Maas, Managing Director-Wealth Management and Senior Portfolio Manager of The Burish Group, on his thinking behind the markets and our current investment strategy.
Inflation was no doubt the word of the year in 2022. Having peaked at just above 9% in the middle of last year, inflation was a drag on the markets, consumers’ cost of living and mortgage rates. But it’s not all bad news.
