Global Access. Boutique Solutions.

Private Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Henry Jakobsze

Senior Vice President–Wealth Management

Certified Exit Planning Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Henry provides comprehensive financial planning and investment management for corporate executives and owners of privately held companies.

As a Certified Exit Planning Advisor (CEPA®) he helps business owners and their families maximize the value of their business, take their personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.

Prior to joining PaineWebber in 1996, Henry worked with FedEx Corporation for 11 years in national sales, real estate expansion and regional operations planning. He previously worked with Drexel Burnham Lambert, where he specialized in stock options trading on the floor of the Chicago Board Options Exchange.

Henry served as President of the Alumni Association of Saint Mary's University of Minnesota and is currently on it's endowment investment committee. He is a past board member of the Juvenile Diabetes Research Foundation. Henry lives in Downers Grove, IL with his wife, Noreen. He enjoys cycling, traveling and reading.
- Saint Mary's University of Minnesota, BA Business Administration: 1980 - 1983
- Certified Exit Planning Advisor
- Wealth Advisor
One North Wacker Drive
Chicago, IL 60606

henry.jakobsze@ubs.com

Henry Jakobsze

One North Wacker Drive,Chicago,IL,60606

Henry Jakobsze

Senior Vice President–Wealth Management

Certified Exit Planning Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Henry provides comprehensive financial planning and investment management for corporate executives and owners of privately held companies.

As a Certified Exit Planning Advisor (CEPA®) he helps business owners and their families maximize the value of their business, take their personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.

Prior to joining PaineWebber in 1996, Henry worked with FedEx Corporation for 11 years in national sales, real estate expansion and regional operations planning. He previously worked with Drexel Burnham Lambert, where he specialized in stock options trading on the floor of the Chicago Board Options Exchange.

Henry served as President of the Alumni Association of Saint Mary's University of Minnesota and is currently on it's endowment investment committee. He is a past board member of the Juvenile Diabetes Research Foundation. Henry lives in Downers Grove, IL with his wife, Noreen. He enjoys cycling, traveling and reading.
- Saint Mary's University of Minnesota, BA Business Administration: 1980 - 1983
- Certified Exit Planning Advisor
- Wealth Advisor
One North Wacker Drive
Chicago, IL 60606

henry.jakobsze@ubs.com

Henry Jakobsze

One North Wacker Drive,Chicago,IL,60606

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Building multicultural wealth, together

Retirement planning

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Explore more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024