$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
