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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Managing Director–Wealth Management
Financial Advisor
Dinh Truong is a Managing Director and Financial Advisor at UBS Financial Services. Prior to UBS, Dinh was a Managing Director, Wealth Manager at First Republic Private Wealth Management since 2004. He focuses on the design and management of equity and balanced portfolios for high-net-worth individuals, trusts, endowments, and foundations. Dinh began his career in the Time Warner Center office of First Republic as a registered preferred banker and has also worked at MetLife as a financial consultant and Prudential Financial within the investment division.
Managing Director–Wealth Management
Financial Advisor
Dinh Truong is a Managing Director and Financial Advisor at UBS Financial Services. Prior to UBS, Dinh was a Managing Director, Wealth Manager at First Republic Private Wealth Management since 2004. He focuses on the design and management of equity and balanced portfolios for high-net-worth individuals, trusts, endowments, and foundations. Dinh began his career in the Time Warner Center office of First Republic as a registered preferred banker and has also worked at MetLife as a financial consultant and Prudential Financial within the investment division.
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.
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.
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
