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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments and expertise to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.
Credentials
Senior Vice President–Wealth Management
David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments and expertise to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.
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
