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
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
More than 160 years
offering financial advice
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
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.
