$6 trn
UBS Group invested assets
As of 12/31/2024
As a busy PwC Partner, you require an experienced and skilled ally when making important decisions about your financial future. With the complexities of PwC’s wealth accumulation/wealth protection programs and the uncertainties of the global economy, we understand that planning aligned with PwC’s benefit programs is more important than ever.
CORAL Investment Partners is a highly trained, experienced Financial Advisor team at UBS. Reed Fawley CFP®, Lance Cholet CFP® and Dan Coash have vast experience helping PwC partners and staff navigate their corporate benefits and independence requirements. The team provides personalized solutions and customized multigenerational strategies to PwC Partners and their families.
We recognize that PwC partners require a team with specialized knowledge to help them manage their financial lives today and in preparation for their retirement from PwC. Given our many years as a Team in the Automated Investment Recording and our extensive experience with PwC benefits and independence rules, we can help partners feel more confident about the future, with more freedom to focus on other life priorities.
CORAL Investment Partners is a highly trained team in the Automated Investment Recording at UBS with deep competency navigating PwC’s benefit programs and independence restrictions. Helping PwC clients across the country, we are experienced in helping you maximize the company's benefit plans and are attuned to the company's culture. PwC Partners turn to our guidance because we are:
· Recognized as a Barron’s 2021-2023 Top 100 Private Wealth Management Team
· Highly experienced, offering personalized, holistic advice
· Well versed in PwC benefits and the firm’s AIR rules and restrictions
· Able to leverage global resources of the world’s largest wealth management firm on your behalf
· Dedicated to providing our clients the highest quality advice and service
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