847 million
Assets under management
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Chartered Retirement Planning Counselor
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Chartered Retirement Planning Counselor
Client Associate
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.
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.
847 million
Assets under management
41
Collective years of experience
The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
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.
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Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
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.
Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.
September 03, 2026
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
