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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
David Deitch has more than 30 years of professional experience managing investments and financial risks to help clients protect and grow their wealth; so they can spend less time worrying about their financial security and spend more time enjoying life with family and friends.
For the first half of his career, David worked in global banks in Chicago, New York, San Francisco, and London: first as a trader investing bank capital in global foreign exchange markets; and later advising pension funds and hedge funds on their global investments.
He has lived and worked in Charlotte since 1998, helping affluent families transform challenges into opportunities and create value across their entire financial portfolio.
Credentials
Senior Vice President–Wealth Management
David Deitch has more than 30 years of professional experience managing investments and financial risks to help clients protect and grow their wealth; so they can spend less time worrying about their financial security and spend more time enjoying life with family and friends.
For the first half of his career, David worked in global banks in Chicago, New York, San Francisco, and London: first as a trader investing bank capital in global foreign exchange markets; and later advising pension funds and hedge funds on their global investments.
He has lived and worked in Charlotte since 1998, helping affluent families transform challenges into opportunities and create value across their entire financial portfolio.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
