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$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
James Taylor Mann began his career at UBS Financial Services in 1989. With over 25 years of experience, James provides customized advice and guidance to his clients to help achieve their financial goals. He specializes in research and building wealth for clients by providing appropriate investment solutions. James resides in San Francisco, CA and enjoys traveling and spending time with his family.
Senior Vice President–Wealth Management
James Taylor Mann began his career at UBS Financial Services in 1989. With over 25 years of experience, James provides customized advice and guidance to his clients to help achieve their financial goals. He specializes in research and building wealth for clients by providing appropriate investment solutions. James resides in San Francisco, CA and enjoys traveling and spending time with his family.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
