Discipline. Longevity. Legacy.

Ikaria team photo

About us


Collective years of experience

As of 10/11/2023

US$1 billion

Assets under management


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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

51 countries

Our global footprint

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

More than 160 years

offering financial advice

Why does A.I. in space matter?

Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?

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.


Your family. Your legacy.

roads overhead

Strategic investment management


Global insights to guide you