64
Collective years of experience
64
Collective years of experience
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.
51 countries
Our global footprint
$5+ trillion
In invested assets globally
As of 11/07/2023
More than 150 years
offering financial advice
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?
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.
