A personalized approach to managing wealth

The Halbfinger Group provides the individualized attention of a boutique team backed by the strength and stability of UBS, one of the largest wealth management firms around the globe. We provide seamless integration across all aspects of your financial world.

We combine financial planning with investment management and deliver it with the highest standard of personalized service. We are committed to engaging each generation of your family, offering thoughtful advice and education to help meet your goals.

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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.