Over $22B
Assets under management
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 21 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.
Over $22B
Assets under management
21 person
seasoned team
12
Investment professionals on the team
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager