$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's more important than ever to choose the right advisors to help guide your foundation or endowment. We are experienced practitioners who have a deep understanding of the nonprofit world and the challenges it faces today. Organized as a boutique with access to the diverse philanthropic and institutional resources of UBS, we can help identify investment strategies designed to minimize risk while maintaining a keen awareness of your organization's vision and mission.
As a fiduciary, we are aligned with you on your mission and goals and can act as an “outsourced chief investment office” to become an extension of your team. From assisting with your Investment Policy Statement to employing world class analytics to measure and manage risk, we use our experience and extensive platform to execute with speed and efficiency. Building and managing bespoke portfolios tailored to your specific needs, we do so in a cost effective manner and in complete partnership with you.
Unlike traditional investment consultants which offer advice and manager selection for board and staff implementation, we are experienced practitioners who partner with our clients to craft investment strategy and implement it in real time. Investment markets are dynamic; we help non-profit organizations, foundations, and endowments be as well.
We offer:
Unlike traditional investment consultants which offer advice and manager selection for board and staff implementation, we are experienced practitioners who partner with our clients to craft investment strategy and implement it in real time. Investment markets are dynamic; we help non- profit organizations, foundations, and endowments be as well.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Managing Director
Managing Director
Managing Director
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Accredited Wealth Management Advisor℠
Wealth Strategy Associate
Registered Client Associate
Client Associate
Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Managing Director
Managing Director
Managing Director
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Accredited Wealth Management Advisor℠
Wealth Strategy Associate
Registered Client Associate
Client Associate
Registered 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.
$124 Trillion is expected to transfer across generations over the next 25 years, The increasing wealth moving into the hands of this next generation means they are likely to shape tomorrow’s philanthropy landscape. From conversations and advisory sessions with high net worth and ultrahigh net worth clients, UBS Philanthropic Services identified four key trends for 2025 and beyond.
The U.S. Federal Reserve has signaled a more gradual pace of policy easing for 2025, while other central banks like the European Central Bank and the Bank of England have continued cutting rates. UBS’ Chief Investment Office believes putting excess cash to work and seeking durable income remain key.
Blended finance can bring scale to financing social and environmental development. By combining philanthropic or public funding with private capital, it bridges the gap between ambition and action to enable transformative development outcomes.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
