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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Our primary goal is to help your family protect and grow your assets while addressing the multifaceted issues generated by the accumulation of your wealth. Through an understanding of your needs, preferences, and risk propensities, we will formulate a tailored strategy to achieve your short and long term goals. We are well versed in the specialized needs of entrepreneurs and executives, from the transfer and monetization of wealth to the analysis of stock options and concentrated positions. We will find the most effective strategies addressing both risk and taxation, translating complex issues into clear and simple choices.
Education
Credentials
Senior Vice President–Wealth Management
Our primary goal is to help your family protect and grow your assets while addressing the multifaceted issues generated by the accumulation of your wealth. Through an understanding of your needs, preferences, and risk propensities, we will formulate a tailored strategy to achieve your short and long term goals. We are well versed in the specialized needs of entrepreneurs and executives, from the transfer and monetization of wealth to the analysis of stock options and concentrated positions. We will find the most effective strategies addressing both risk and taxation, translating complex issues into clear and simple choices.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
