6.2 billion

Assets under management

27 years

navigating complex wealth challenges


client to team member ratio

One relationship. All of Private Wealth Management

We are an 18-person team managing over $6 billion in assets for a select group of sophisticated, highly successful individuals, business owners, entrepreneurs, hedge funds, private equity principals, endowments and foundations. What sets us apart is our unwavering commitment to helping you protect and preserve your wealth—with comprehensive guidance, tailored solutions and exceptional, personal service.

As a team, we are committed to:

  • Streamlining your finances. We tap the firm’s vast network of experts and solutions to find ways to simplify your financial life and help you make smart, strategic decisions for your wealth.
  • Offering tailored solutions. We focus on bespoke solutions—across the full spectrum of your financial needs—that align precisely with what you want to achieve for yourself, your family and your legacy.
  • Providing you unparalleled access. Working alongside in-house specialists as well as our external network of experts, we can address a wide range of financial issues and provide you access to unique opportunities and private events.
  • Prioritizing safety and peace of mind. At UBS, we have a vast array of resources and tools that focus on cybersecurity and information protection, helping ensure that your assets and information are kept private and secure.
HRSW-2023 Team-Locations

In the news

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Comprehensive guidance

Access to a depth of resources for the full range of your individual needs

To bring you smart, sophisticated solutions for the various dimensions of your financial life, we consider the larger context of where you are now and all you want to accomplish—from investing to family governance to creating a legacy that expresses your values.

Understanding the importance of connecting with like-minded peers and relevant influencers, we offer exclusive events to deepen knowledge as well as to provide premium networking opportunities related to investments, art, sustainable investing, wildlife conservation and sports.

As a Private Wealth Management team, we provide you with exceptional service and the utmost confidentiality.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Expertise for what matters

Guiding founders and business owners

Guiding founders and business owners

Shaping multigenerational family wealth

Shaping multigenerational family wealth


Empowering your mission