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$3.9 trillion
In invested assets globally
As of 12/31/2022
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
First Vice President–Wealth Management
First Vice President–Wealth Management
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Our approach 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.
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
A crisis of confidence has arisen in the banking industry negatively impacting the sector and sparking broader market concerns.
The collapse of Silicon Valley Bank is reverberating around global financial markets. What’s happened so far? What are the implications for other U.S. banks, the economy, your investment portfolio?
The sudden collapse of Silicon Valley Bank sent shockwaves across the venture capital and startup communities, forcing business owners to scramble as they looked to shore up their finances, fearing a bank run could eliminate their uninsured balances.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
