Global leader
UBS is a leading and truly global wealth manager
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Financial Advisor
Daniel joined UBS in 2004. For more than 20 years Daniel has worked with ultra high net worth clients in Europe to deliver wealth management solutions from the United States. Prior to his current role, Daniel was based in Switzerland for over 10 years where he worked with international private clients and families.
Daniel is passionate about delivering bespoke investment solutions to clients that meet their specific investment objectives in the tax and legal jurisdiction where they live.
Daniel earned a Federal Degree in Business Management and Economics from HFW Bern, Switzerland. Daniel is a CFA® charterholder. He is fluent in German.
Senior Vice President–Wealth Management
Financial Advisor
Daniel joined UBS in 2004. For more than 20 years Daniel has worked with ultra high net worth clients in Europe to deliver wealth management solutions from the United States. Prior to his current role, Daniel was based in Switzerland for over 10 years where he worked with international private clients and families.
Daniel is passionate about delivering bespoke investment solutions to clients that meet their specific investment objectives in the tax and legal jurisdiction where they live.
Daniel earned a Federal Degree in Business Management and Economics from HFW Bern, Switzerland. Daniel is a CFA® charterholder. He is fluent in German.
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.
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Client Associate
Client Associate
Authorized Officer
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Client Associate
Client Associate
Authorized Officer
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
