$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Financial Advisor
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
Financial Advisor
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.
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
