$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We are a deeply committed team of professionals with more than 40 years of combined experience in international and domestic Private Wealth Management.
Affluent investors in the Americas & Europe rely on our team to help them achieve their long term financial goals and their day to day financial needs. Our mission focuses on offering a consistent and highly personalized first class experience in the intelligent management and multigenerational planning of our clients’ assets.
Globally, individuals, families, family offices and institutions with substantial wealth are provided a full range of customized financial services. Our team works diligently to provide tailored solutions that help our clients successfully navigate the complex challenges of managing, preserving and growing their wealth from one generation to the next.
Success, for us, is measured by our ability to empower our clients to achieve their financial goals and safeguard their legacies. We consider ourselves successful when our clients trust us implicitly, and we have helped them navigate the complexities of wealth management with confidence
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
We are dedicated to delivering a consistent and highly personalized first-class experience in the intelligent management and multi-generational planning of our clients' assets. We strive to offer a boutique approach to private banking, catering to the needs of affluent investors globally.
Providing comprehensive financial services to individuals, families, family offices, and institutions of substantial wealth, is what we stand for. Our focus is on preserving, managing, and growing our clients' wealth from one generation to the next. We specialize in tailoring solutions to the complex challenges of wealth preservation and transfer.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Client Associate
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.
Our perspective on financial trends, economic development, and investment ideas selected for you.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
