Stewardship for generations

Private Wealth Management 

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As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

Private Wealth Management is a division within UBS Financial Services Inc.

Pursuing your goals together

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.

  • Allen Zaring

    Allen Zaring IV

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CO
    • FL
    • IN
    • KS
    • KY
    • OH
    • TN

    When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

    Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.

      • Babson College, B.S., finance and entrepreneurship
      • Private Wealth Advisor
      8044 Montgomery Road
      The Towers At Kenwood
      Cincinnati, OH 45236
    • Timothy Bayer

      Timothy Bayer Jr.

      Vice President–Wealth Management

      Private Wealth Advisor

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      RankCredential
      • CO
      • FL
      • KS
      • KY
      • OH

      When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of UBS Private Wealth Management team Families & Foundations Investment Group.

      Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.

        • Georgetown University McDonough School of Business, B.S. finance
        • Private Wealth Advisor
        8044 Montgomery Road
        Cincinnati, OH 45236
      • Matt Perry

        Matthew Perry

        Client Service Associate

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        • AL
        • AZ
        • CA
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • ME
        • MI
        • MN
        • MO
        • NC
        • OH
        • PA
        • TN
        • WV

        Matthew comes to the Families & Foundations Investment Group with over 5 years of experience in the financial services industry. Matthew’s client service experience and operational background gives him unique qualities that facilitate a superior client experience. He is a native of Cincinnati and currently lives downtown.

          • University of Kentucky, B.B.A. Marketing and Management
            8044 Montgomery Road
            Cincinnati, OH 45236
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            Titus Song

            Executive Director

            Alternative Investments Consultant

          Connecting you to the deep resources of UBS

          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.

          Wealth, from your point of view

          Foundations and endowments

          Foundations and endowments

          Family offices

          Family offices

          Backed by the strength of UBS

          A global leader in wealth management

          $3.3 trillion

          In invested assets globally 
          As of 12/31/2021

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager