$6 trn
UBS Group invested assets
As of 12/31/2024
We are excited to announce our partnership with Giacone Partners and O’Leary Partners! Together we are a team of 12 multi-generational professionals with over 150 year of combined wealth management experience.
Please see the following links for more information: Giacone Partners | O'Leary Partners
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director-Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Vice President–Wealth Management
Portfolio Manager
Senior Wealth Strategy Associate
Certified Investment Management Analyst®
Wealth Strategy Associate
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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