Global leader
UBS is a world-leading wealth manager
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Entrepreneurs create solutions to problems other people can’t see or can't solve.
What kind of mindset enables a successful entrepreneur? If you're considering a new business venture, why not step inside the careers of entrepreneurs who have done it and want to share their experiences? And then let's talk.
Bre Pettis
Bre applied his early teaching and artistic skills to leading the creation of the 3D printing industry as founder of MakerBot and author of the viral office poster, The Cult of Done Manifesto. Now, he is building a 21st century manufacturing and innovation center in a 19th century manufacturing town.
*2016 Global Entrepreneurship Monitor United States Report
Global leader
UBS is a world-leading wealth manager
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020