$7 trn
UBS Group invested assets
As of 12/31/2025
Your life’s work is complex. Every day, you accelerate drug discovery in areas of unmet need, ultimately revolutionizing medicine and improving human lives.
At Life Science Advisors, we have made it our purpose to exclusively advise CEOs and founders who lead public and private companies that are deeply immersed in life-science discoveries. Many entrust us to help them make their financial decisions. When our clients don’t have to worry about their financial lives, they can focus on saving patient lives.
Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.
Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.
David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.
Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.
Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
Matty is involved in the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.
Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.
David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.
Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.
Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
Matty is involved in the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Lifestyle. The first step is understanding your cash-flow needs to maintain—and enhance—your lifestyle. Our team takes the time to get to know what’s truly important to you, including your values, aspirations and philanthropic wishes. We understand the complexities of your concentrated biotech positions, including the need to monetize those positions, manage risk and implement tax-optimization strategies. We then invest your lifestyle capital in a well-diversified manner, less correlated to the biotech industry.
Life sciences. We know insiders who sell their equity can be highly scrutinized in biotech. Therefore, we leverage our rich experience with Rule 10b5-1 stock trading plans and deep analysis of industry selling trends to help clients make more informed, data-driven decisions.
As a team focused exclusively on the biotech community for more than a decade, we leverage our network to help clients identify and recruit talent, from C-level executives to independent board directors. We’re proud to be helping clients strengthen their human capital to advance their missions. We also try to connect founders and CEOs to alternative sources of capital such as sovereign wealth funds and family offices who tend to invest with longer time horizons. This allows our clients to spend more time innovating and advancing new medicines for patients.
Lasting legacy. By engaging generations in open communication about family values and finance, we help clients improve durability of their wealth and the seamless transition of capital over time, enhancing their long-term impact. UBS’ tax, estate and other experts expand our capabilities around legacy planning and philanthropic goal setting. We also leverage UBS’ Family Advisory and Philanthropy Services group to guide our clients in the design of a family mission and intra-family communication processes so their legacy becomes a lasting one.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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