$7 trn
UBS Group invested assets
As of 12/31/2025
Driven by our core values of collaboration, integrity, independence and passion, and supported by a world leader in institutional services and private wealth management, we’ve built a diverse team across experience, gender, race and background. Whether you’re a retirement plan sponsor or hedge fund manager, a family office or industry executive, Flagship Financial Partners has the insight and resources to help you pursue your most important goals and address the challenges within your financial world.
Positioned to deliver all of UBS
Our 28 team members, a collaboration of talent, bring complementary knowledge of wealth, investing, planning and philanthropy to institutional and private clients. Accessing global solutions and expertise across UBS, from Private Wealth Management to the UBS Investment Bank has earned us a valued seat at the tables of many multigenerational families, business owners, executives, corporations and nonprofits as they manage their financial world.
Committed to diversity
We’ve intentionally built a team as diverse as the clients we serve. Whether from race, gender or culture, we believe multiple perspectives, experiences and passions give us a greater understanding of your needs. That’s how we provide relevant insight, no matter what your goals or the challenges you face.
We think strategically about you and your family. Our rigorous and disciplined wealth management process allows us to be constantly focused on your priorities and actively engage in the markets. We help simplify your financial life by offering holistic advisory services that include specialized private wealth planning, investment management, asset allocation, risk management, retirement and estate planning strategies, and wealth transfer strategies.
Confidence to pursue your mission
Put our investment experience and acumen to work for your organization’s long-term vision
Pursue your organization’s mission supported by a disciplined consulting process backed by the resources and heritage of one of the world’s leading wealth managers. The UBS Institutional Consulting Group offers customized solutions centered on your organization’s unique needs.
You can benefit from discretionary and non-discretionary investment advisory services, insightful research and personalized service. Based on a deep understanding of what you want to accomplish, our highly credentialed consultants can provide the advice you need to prudently manage your assets and pursue your organization’s long-term investment goals.
Right from the start, we focus on learning everything we can about your organization. To support you in your fiduciary role, we define and document our fiduciary role, always with high-touch, responsive service.
Investment policy planning assistance
Asset allocation modeling
Investment manager identification
Ongoing consulting and measurement
Your organization’s mission comes with its rewards. But it also comes with a set of time-consuming challenges, including fiduciary responsibilities. UBS Institutional Consultants are here to help. Our institutional consultants have the institutional knowledge, global resources and investment solutions to help your organization pursue its financial goals and advance your philanthropic mission.
3 pillars to help you build a stronger plan and employee confidence
With longer life expectancies, greater employee responsibility for retirement savings and increased governance over fees and compliant investment processes, it’s more challenging than ever to manage the growing complexity of your plan and the needs and goals of your participants. That’s why customized advice is more essential.
Tailored solutions for hedge funds and private equity firms
Given their unique needs and regulatory requirements, our team is able to offer advice specifically for hedge fund and private equity executives and their employees. We offer highly tailored solutions that can align with their firm’s investments and risk parameters.
You can be confident in our thorough understanding of alternative investing, prudent process and strict adherence to proper policies and procedures.
We offer highly customized solutions that meet your employees needs and align with your firm’s investments and risk parameters.
*Available through UBS Alternative and Quantitative Investments LLC. For professional clients or sophisticated investors only. Funds are offered through UBS Asset Management (U.S.) Inc./UBS Financial Services Inc. (a member of FINRA and SIPC). UBS Alternative and Quantitative Investments LLC (an investment adviser registered with the U.S. Securities and Exchange Commission) and UBS Financial Services Inc./UBS Asset Management (U.S.) Inc. are wholly owned subsidiaries of UBS AG.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Senior Retirement Plan Consultant
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Senior Retirement Plan Consultant
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered 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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
