#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
To Diane Johnston, the why of a journey lies within the fabric of a story. She believes that much can be uncovered to help navigate a plan, family or business through the waters of opportunity by listening and discovery.
As a UBS Institutional Consultant and nearly 30-year veteran of the markets, Diane embraces the why of how a person’s story got them to today before formulating any guidance. She uses a highly personalized discovery process to unearth beliefs, heuristics and interconnectedness to past and future outcomes. Her advice centers on elevating the ethos of a mission or a goal, or both. Whether she is working with an investment committee, entrepreneur or a family, a sound mission becomes her beacon for advice.
The nucleus of your team
Diane founded The Excelsior Consulting Team with UBS because she wanted her clients to be connected to the vast, global resources that UBS Financial Services Inc. has to offer. The Excelsior Consulting Team acts as the nucleus to a network of not only thought leaders and institutional investors, but art lovers, philanthropists, family office resources, ERISA experts and innovation drivers, to name a few.
Together the Excelsior Consulting Team and our extended network of experts have the navigational skills to create an elegant plan that integrates your why and serves as the lighthouse for your assets. Capital, after all, is much greater than dollars—and to achieve financial success, it must include human and emotional capital as well.
Listen to our podcast where we discuss real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).
The experience you need to guide your organization’s investment decisions
The world of investing is continually changing. And whether you’re charged with successfully managing a retirement plan, endowment or foundation, the challenges you face are particular to your organization, and we are here to help.
Put our investment experience and acumen to work for your organization’s long-term vision
The UBS Institutional Consulting Group offers customized solutions centered on your organization’s unique needs.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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 mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022
