Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

Geoffrey Hargadon

Managing Director–Wealth Management

Geoff has spent his entire working career serving the wealth management needs of his clients. He entered the business upon his graduation from Harvard University in 1976, and has spent a majority of those years since at UBS and its predecessor firms. During that time he was named to the UBS Global Circle of Excellence. Geoff has been invited to serve on various UBS committees, including UBS's Sustainable Investing Council, one of his strong personal and professional interests.

Over the years Geoff has served on a number of other boards and councils, including the MIT List Visual Arts Center, where he currently chairs its Advisory Council. Others include New England Foundation for the Arts (former treasurer and investment committee), Fund for the Arts, Now+There (chairman), and the Rose Fitzgerald Kennedy Greenway (art council and investment committee). Geoff also co-founded a public art wall in Central Square, Cambridge, that was recently named by an NPR affiliate as the 4th best work of public art in the Greater Boston Area, 11 spots ahead of the Bunker Hill Monument.

An avid art collector, Geoff is also a conceptual artist and photographer who has shown work at a number of art fairs and galleries. He had his first solo exhibition at Montserrat College of Art in 2010, was the featured artist by Société Perrier at Pulse Miami in 2011, and exhibited at Moniker in London the same year. His work has been collected by various institutions, including the Andy Warhol Museum, Pittsburgh, the Cornell Fine Arts Museum at Rollins College, and the Hood Museum of Art at Dartmouth College. His photographs have appeared in a number of books and publications.

Also father of two daughters, Geoff and his wife, Patricia, enjoy traveling and discovering destinations rich in art and food. Your recommendations are welcome!

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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


  • B.A. Economics, Harvard College


  • Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
  • (617) 247-6357

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager