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$7 trn
UBS Group invested assets
As of 12/31/2025
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Financial Advisor
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
James Milde is also part of:
Soundview Wealth Management
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
James Milde is also part of:
Soundview Wealth Management
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
