80+
Collective years of experience
80+
Collective years of experience
1.45 billion
Assets under management
6 person
seasoned team
We are a planning-based practice with more than 25 years of experience advising successful investors, hedge fund owners and managers, entrepreneurs, athletes and their families. Our institutional consulting backgrounds, combined with our focus on highly customized wealth solutions, have built deep and lasting relationships. Using a collaborative team approach, we're tireless problem solvers who can deliver all of UBS locally and globally, work with senior leaders and connect you with the experts who can help inform even your most complex wealth challenges. As members of the exclusive UBS Private Wealth Management division, we have the access to help maximize the opportunities you need to create a lifelong financial plan and pursue your most important personal and business goals.
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.
At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Client Associate
CERTIFIED FINANCIAL PLANNER™
Client Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Client Associate
CERTIFIED FINANCIAL PLANNER™
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
