More than 150 years
offering financial advice
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.
Winged & Ready
Using 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).
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
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.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A discussion with Rick Rieder (BlackRock) and Jason Draho (UBS CIO) on the road ahead for monetary policy, the economy and the markets, including considerations when it comes to positioning across multiple asset classes.
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
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
More than 150 years
offering financial advice
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
51 countries
Our global footprint
