Discipline. Longevity. Legacy.

Ikaria team photo

About us

64

Collective years of experience

As of 10/11/2023

US$1 billion

Assets under management

~50

Client relationships


Ikaria is a Greek island in the Aegean Sea, one of the five blue zones, known for the longevity of its residents.

We, Ikaria Advisors, are a team of wealth managers at UBS Coral Gables striving to help clients structure and manage their wealth globally, with an emphasis on the longevity of their portfolios and the legacy of their families. Our focus is simple: helping ultra high net worth families to manage their multigenerational wealth.

Our team is led by three seasoned advisors who began working together in 2002. We bring a combined 64 years of experience in wealth and portfolio management across Latin America and the United States. Today, we have a deep understanding of the complex challenges faced by wealthy families when managing significant capital. Together with our clients, we develop comprehensive wealth plans and personalized investment portfolios.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

$5+ trillion

In invested assets globally 
As of 11/07/2023

More than 150 years

offering financial advice

Focus on liquidity management

UBS Chief Investment Office upgrades equities from least preferred to neutral, while keeping bonds as most preferred. They discuss their outlook for September and why investors should manage liquidity as rates peak.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

photos

Your family. Your legacy.

roads overhead

Strategic investment management

satelltie

Global insights to guide you

Insights