$3.9 trillion
In invested assets globally
As of 12/31/2022
When you have achieved a certain level of wealth and accomplishment, obtaining the right financial advice becomes an even greater priority. Our team has worked exclusively with affluent families, entrepreneurs, executives and family offices. As one of a select group of Private Wealth Management teams at UBS, our diverse backgrounds, credentials and experience afford us access to global opportunities tailored to ultra-wealthy clients with unique and complex needs. Whether you are restructuring your overall portfolio, exiting your business or transitioning to a family office, we are well positioned to identify an appropriate solution, simplify the complexity of your financial world and ultimately help you enhance and preserve your success, today and for many years to come.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Authorized Officer
Client Associate Senior
Authorized Officer
Client Associate Senior
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Authorized Officer
Client Associate Senior
Authorized Officer
Client Associate Senior
Senior Wealth Strategy Associate
Client Associate
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
A multifaceted business sale
When you’ve achieved a certain level of wealth and accomplishment, obtaining the right financial advice becomes an even greater priority. Our team has worked exclusively with affluent families, executives, entrepreneurs and family offices. As one of a select group of Private Wealth Management teams at UBS, our diverse backgrounds, credentials and experience afford us access to global opportunities tailored to ultra-wealthy clients with unique and complex needs. Whether you’re restructuring your portfolio, exiting your business or transitioning to a family office, we’re well positioned to identify an appropriate solution, simplify the complexity of your finances and ultimately help you enhance and preserve your success today and for years to come When you’ve achieved a certain level of wealth and accomplishment, obtaining the right financial advice becomes an even greater priority. Our team has worked exclusively with affluent families, executives, entrepreneurs and family offices. As one of a select group of Private Wealth Management teams at UBS, our diverse backgrounds, credentials and experience afford us access to global opportunities tailored to ultra-wealthy clients with unique and complex needs. Whether you’re restructuring your portfolio, exiting your business or transitioning to a family office, we’re well positioned to identify an appropriate solution, simplify the complexity of your finances and ultimately help you enhance and preserve your success today and for years to come.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
