$5+ trillion
In invested assets globally
As of 11/07/2023
At Bottema Callahan Partners, we understand what matters most: the financial freedom to live life as you envision. We work with individuals, families and institutions to facilitate their dreams and goals. Our talented and empathetic group of professionals strives to go beyond financial analysis and problem-solving to get to the heart of the matter: the impact you hope to have on your family, your employees and your community.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager