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$6 trn
UBS Group invested assets
As of 12/31/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Financial Advisor
Makram has over 40 years of experience as a financial advisor. At UBS, his team works with individuals, families, and small business to understand their financial goals and identify investment strategies to meet them. As an advisor during the market crash of 1987, Great Recession of 2007-2009, and COVID-19 pandemic, he understands the need for your investments to be able to withstand not just periods of economic growth, but also the unpredictable. His services extend just beyond managing clients' investments, and include customized lending solutions, family wealth planning, private banking, and 401k plans for businesses.
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Makram has over 40 years of experience as a financial advisor. At UBS, his team works with individuals, families, and small business to understand their financial goals and identify investment strategies to meet them. As an advisor during the market crash of 1987, Great Recession of 2007-2009, and COVID-19 pandemic, he understands the need for your investments to be able to withstand not just periods of economic growth, but also the unpredictable. His services extend just beyond managing clients' investments, and include customized lending solutions, family wealth planning, private banking, and 401k plans for businesses.
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.
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
