Global insight. Personal values.

The UBS difference

We have one priority at the Malty Ludington Nelson Group: putting our clients first. And that's why we're here at UBS. Building on its history of more than 150 years, UBS is where we believe our clients are best served—with extensive wealth management, investment banking and asset management resources. Our team has access to specialists in all areas of complex wealth structuring and planning, and a dedicated research team committed to providing you with clarity and intelligent perspective. Here at UBS, we've never been better positioned to deliver the advice you need to pursue the goals that matter most. 

 A world of opportunities tailored for significant wealth

Within the distinguished UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. 

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Global research and thought leadership.  An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends. 

Family and Philanthropy Advisory Services.  Specialists focused on ccomprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Tailored financing solutions. Innovative credit solutions,  securities-backed lending, pre-IPO lending and mortgages as well as customized financing solutions for real estate, private aircraft, art and other endeavors.

Strategic philanthropy. A dedicated team of philanthropy experts to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

UBS Global Family Office. A centralized platform that harnesses the full scope of the firm’s institutional and wealth management resources to serve the needs of successful families worldwide.

Advice across generations. For generations.

Jay Maltby and Matthew Ludington are among a select group of Private Wealth Advisors who have earned the Family Office Consultant* UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families.

Through our collaboration with the Family Office Solutions Group and their accomplished team of more than 20 subject matter experts, we access the best of UBS insight and expertise to help clients grow their wealth, and explore unique opportunities available to ultra-high net worth individuals. We believe there’s no better platform for us to curate advice and solutions for virtually every aspect of your financial life with extensive resources, including:

• Strategic research and cross-discipline collaboration
• Customized solutions for your business ventures, investments, philanthropic and legacy needs
• A diverse network of peers, from entrepreneurs to innovators to industry leaders

^{* Family Office Consultant (FOC) is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them with the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with ultra-high net worth clients.}