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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
First Vice President–Wealth Management
As a Portfolio Manager Program Financial Advisor I consider my relationship with clients to be my most important asset. I started in this industry 30 + years ago at PaineWebber which became UBS Financial and am committed to providing personalized investment strategies designed to help you manage your wealth, taking into account your asset and liability needs. I will keep you informed on a periodic basis and can monitor and update strategies as appropriate to respond to ever-changing markets and your evolving needs.
First Vice President–Wealth Management
As a Portfolio Manager Program Financial Advisor I consider my relationship with clients to be my most important asset. I started in this industry 30 + years ago at PaineWebber which became UBS Financial and am committed to providing personalized investment strategies designed to help you manage your wealth, taking into account your asset and liability needs. I will keep you informed on a periodic basis and can monitor and update strategies as appropriate to respond to ever-changing markets and your evolving needs.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
