Let's move forward. Together.

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.


Caesar R. Ruegg

Managing Director–Wealth Management

I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net worth individuals and institutional clients, successfully guiding them through ten major market corrections and two recessions. The average tenure of my clients is over 15 years.

For over a decade I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. More recently, I have incorporated the theme of "Sustainable Investments" in my practice. I believe companies that operate sustainably create shared value which involves creating economic value in a way that builds value for society and for investors. UBS is a leader in this area and many of my clients have benefited from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.

I am FINRA-registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.

California Insurance License 0E18449

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • MA
  • MI
  • NV
  • NY
  • OR
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 576-3800

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager