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
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
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.
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.
