Global leader
UBS is a leading and truly global wealth manager
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Registered Client Associate
Authorized Officer
Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Registered Client Associate
Authorized Officer
Registered 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.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
A Family Office Solutions publication
First quarter 2026
We are pleased to share the first edition of the Family Office Quarterly for 2026 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
