$6.9 trn
UBS Group invested assets
As of 10/29/2025
At the Mallah Financial Group, we provide deeply personalized, multi‑disciplinary wealth management that brings together financial planning, trust & estate guidance, tax‑efficient portfolio construction, and a robust network of attorneys, accountants, and advanced planning specialists.
As a multi‑gender, multi‑generational, and multi‑cultural team, we understand our clients’ diverse experiences — from women navigating financial transitions, to entrepreneurs scaling businesses, to athletes and entertainers managing complexity and opportunity.
We deliver clarity, protect legacies, and help clients make confident decisions across every stage of life
We’re proud of our work ethic, integrity, diversity of skills and deep client connections. We also believe in making a positive contribution to our communities and our world. Learn more about our our people, our approach, and our capabilities in this team brochure.
We work with women, business owners, founders, WNBA players, C‑suite leaders, family offices, attorneys, divorcees, and families who seek thoughtful, strategic guidance to grow and protect their wealth.
Our team understands the unique financial challenges and opportunities across industries, cultures, and life transitions
We combine rigorous financial planning with trust & estate strategies, tax‑aware portfolio design, and access to world‑class asset managers.
Leveraging deep networks across attorneys, accountants, and UBS advanced planning groups — including women’s initiatives, athletes & entertainers, business owners, and diverse wealth programs — we build holistic, customized strategies that evolve as your life does.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Let’s build the future of multicultural wealth. Together.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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
Vice President–Wealth Management
Financial Advisor
Client Associate
Senior Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Client Associate
Senior 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.
