The Halbfinger Group

Wealth transfer across generations

Workplace Wealth Solutions

Personalized service

Committed to putting your goals first
With a depth of experience that gives us a holistic perspective on the markets and life, we deliver independent, objective financial guidance to a select group of individuals, families, and institutions.

Attention with a personal touch
We always strive to provide the utmost in personalized service. Each member of our team has a clearly defined role and a specific set of skills. We foster an environment that keeps you engaged in the investment process in the manner most appropriate to your needs and schedule.

Working together
Clients rely on our trusted and proactive client service team for a host of financial and administrative needs. Our experienced team works closely together to offer the kind of personal attention and concierge service you would expect from a family office.

Count on us to be:

Collaborative
Accessible
Confidential
Transparent

Customized investing

The perspective to make informed financial decisions
We build highly customized portfolios from a broad array of investments. We dedicate tremendous resources toward the due diligence of manager selection and oversight beyond UBS's already stringent process.

Asset allocation and risk management
We believe that the right asset allocation can help meet your objectives within acceptable risk parameters. By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. We seek out talented money managers with a proven process and track record.

True open architecture
We offer extensive access to premium financial solutions and managers both within and outside of UBS. In addition, we can source outside hedge fund managers for our client platform. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly-focused research.

Heritage of UBS

Trusted guidance that's leading the way in wealth management
At The Halbfinger Group, our entire team of specialists is committed to bringing the global resources and intellectual capital of UBS to bear on all aspects of your financial life.

Advice. Beyond investing.
We understand the challenges you face throughout life's important personal and professional milestones. Today, financial planning requires the comprehensive services of one of the world's largest wealth managers. Accessing the deep resources of the firm, our team is strongly positioned to address the realities of the global economy and to meet the wide range of your sophisticated needs. It's what we call: "Advice. Beyond investing."

The strength and leadership of UBS
We draw upon the heritage of UBS AG, one of the world's leading wealth management firms built on a 150-year tradition of serving some of today's wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective, insights and resources.

Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Connect with us

Experience. Advice. Collaboration.

Our clients and committment

Wealth transfer across generations

Advice for business owners & entrepreneurs

Workplace Wealth Solutions

Personalized service

Customized investing

Heritage of UBS

Delivering opportunity through collaboration

Portfolio Advisory Group

Portfolio Advisory Group

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Trends and perspectives

Personal planning for start-up founders

Share it well

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

Experience. Advice. Collaboration.