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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Financial Advisor
My priority is helping my clients to better understand the importance of managing their wealth while designing an investment strategy that will help them achieve their financial goals. I work towards knowing the client as an individual providing personal attention to build a strong relationship based on mutual respect, trust and confidence. As a Financial Advisor, I’m aware of the resources and services that are available to investors when seeking help for financial decisions and I regularly have a conversation with my clients to ensure we are on the right path towards their objectives.
With my clients, I emphasize on asset allocation, retirement and financial planning, insurance, and credit lines. I look for investment opportunities covering the best performance monitoring prudently my clients’ risk tolerance.
Education
Financial Advisor
My priority is helping my clients to better understand the importance of managing their wealth while designing an investment strategy that will help them achieve their financial goals. I work towards knowing the client as an individual providing personal attention to build a strong relationship based on mutual respect, trust and confidence. As a Financial Advisor, I’m aware of the resources and services that are available to investors when seeking help for financial decisions and I regularly have a conversation with my clients to ensure we are on the right path towards their objectives.
With my clients, I emphasize on asset allocation, retirement and financial planning, insurance, and credit lines. I look for investment opportunities covering the best performance monitoring prudently my clients’ risk tolerance.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
