$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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
