$6bn
Assets under management
As a team, we leverage our disciplined approach, experience and tenure to help make a real impact on our clients’ lives.
We combine personalized wealth management for executives, business owners and families with institutional consulting for corporations, nonprofits and family offices.
With the experience to help manage your complex financial needs and a commitment to engage each generation of your family, we offer thoughtful advice dedicated to pursuing your independence, and building upon your legacy.
We take the time to listen and gain a deep understanding of you, your family and your business. We work closely with you to develop a plan that connects all aspects of your financial world and delivers the type of service you would expect from a family office.
$6bn
Assets under management
34 person
seasoned team
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.