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$6 trn
UBS Group invested assets
As of 12/31/2024
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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
My practice is centered on delivering comprehensive wealth management and financial planning strategies tailored to the needs of a select group of clients. I collaborate with my clients and their legal and tax professionals to help coordinate and align their financial priorities. I strive to build meaningful, long-term relationships and aim to be a consistent resource when clients are navigating important life decisions—financial or otherwise. Recognizing that financial considerations often intersect with many aspects of life; I work to ensure clients feel supported in addressing a wide range of needs. When appropriate, I draw on a network of professionals to help connect clients with additional resources. I am committed to maintaining high standards of integrity and always place clients’ interests at the forefront of my practice.
Financial Advisor
My practice is centered on delivering comprehensive wealth management and financial planning strategies tailored to the needs of a select group of clients. I collaborate with my clients and their legal and tax professionals to help coordinate and align their financial priorities. I strive to build meaningful, long-term relationships and aim to be a consistent resource when clients are navigating important life decisions—financial or otherwise. Recognizing that financial considerations often intersect with many aspects of life; I work to ensure clients feel supported in addressing a wide range of needs. When appropriate, I draw on a network of professionals to help connect clients with additional resources. I am committed to maintaining high standards of integrity and always place clients’ interests at the forefront of my practice.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
