$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Sales Manager WMAG
Luis has over twenty five years of experience in the financial industry. As a Portfolio Manager at UBS Luis manages discretionary portfolios for UHN Clients. For more than 10 years he worked in Canada with the largest investment firm as Vice-President and Discretionary Portfolio Manager. He was part of an exclusive Private Management division where he specialized on managing discretionary porfolios for UHN Investors.
Credentials
Senior Vice President–Wealth Management
Sales Manager WMAG
Luis has over twenty five years of experience in the financial industry. As a Portfolio Manager at UBS Luis manages discretionary portfolios for UHN Clients. For more than 10 years he worked in Canada with the largest investment firm as Vice-President and Discretionary Portfolio Manager. He was part of an exclusive Private Management division where he specialized on managing discretionary porfolios for UHN Investors.
Credentials
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
