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Global leader
UBS is a leading and truly global wealth manager
Every day you must weigh major business decisions—and the impact they can have on your life and family. Our team has guided many owners and entrepreneurs as they evolve their businesses, explore new ventures or initiate transition events. We can bring clarity to the issues you’re facing and advise you on each detail and stage of the process.
Senior Vice President–Wealth Management
Kevin Thurston brings two decades of professional experience in financial markets and economic policy to his work with clients. He identifies the best resources available to ultra high net worth individuals from across UBS, drawing upon the firm's global wealth management and investment banking capabilities.
Kevin specializes in advising owners of privately-held businesses. He regularly guides business owners through pre-transaction planning before they exit to strategic buyers, private equity or family offices. In coordination with outside tax and estate advisors, he has helped several owners and their families preserve substantial wealth using sophisticated trust strategies ahead of a business sale.
Kevin's clients also include corporate executives, private equity principals and real estate developers.
As an accredited private wealth advisor sitting within the UBS ultra high net worth unit, he is part of a select group of UBS advisors around the country specifically trained to work with clients who have highly complex tax, estate and investment profiles.
Prior to joining UBS in 2010, Kevin served on the Maine State Treasurer's senior staff and briefed former Maine Governor John Baldacci on key economic issues. He holds a B.A. from Colby College and an M.A. in international economics from the Johns Hopkins School of Advanced International Studies (SAIS).
Kevin and his wife Brooke, a healthcare executive, reside in suburban Boston with their three young daughters Hannah, Norah and Lauren.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Kevin Thurston brings two decades of professional experience in financial markets and economic policy to his work with clients. He identifies the best resources available to ultra high net worth individuals from across UBS, drawing upon the firm's global wealth management and investment banking capabilities.
Kevin specializes in advising owners of privately-held businesses. He regularly guides business owners through pre-transaction planning before they exit to strategic buyers, private equity or family offices. In coordination with outside tax and estate advisors, he has helped several owners and their families preserve substantial wealth using sophisticated trust strategies ahead of a business sale.
Kevin's clients also include corporate executives, private equity principals and real estate developers.
As an accredited private wealth advisor sitting within the UBS ultra high net worth unit, he is part of a select group of UBS advisors around the country specifically trained to work with clients who have highly complex tax, estate and investment profiles.
Prior to joining UBS in 2010, Kevin served on the Maine State Treasurer's senior staff and briefed former Maine Governor John Baldacci on key economic issues. He holds a B.A. from Colby College and an M.A. in international economics from the Johns Hopkins School of Advanced International Studies (SAIS).
Kevin and his wife Brooke, a healthcare executive, reside in suburban Boston with their three young daughters Hannah, Norah and Lauren.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
