1.3 billion
Assets under management
At CGF Wealth Management, we are well versed in working with successful individuals and families. Whether you are a C-suite executive, corporate lawyer or multigenerational family, our team of seasoned financial advisors can help advise and guide you on a wide range of financial priorities—from portfolio management, to banking and lending, to legacy planning.
Many of our clients, while successful and knowledgeable, don’t have the time or expertise to effectively manage their wealth. This is where we can step in, employing a collaborative approach to bring you highly customized and comprehensive wealth solutions. You can count on us to take the time to understand your circumstances and your personal and professional goals. Only then do we work with you to develop a plan for your financial life that aligns with what’s most important to you. And because we understand that life brings unexpected changes and opportunities, your financial plan is designed to evolve over time, along with your goals and priorities.
We aim to develop collaborative relationships with our clients, many of whom have, over time, gained a level of comfort with us that is rooted in trust and transparency. Our team is accustomed to working with highly successful executives and individuals. We pride ourselves on being responsive to your needs and thinking ahead to anticipate opportunities and challenges before they arise.
1.3 billion
Assets under management
Approx.390
Client relationships
Over 100
Collective years of experience
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.
$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