Global insight. Personal values.

Private Wealth Management

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At the Maltby Ludington Nelson Group, we believe we offer our clients the best of both worlds—globally and locally.

Our advice reaches across generations. We help successful families plan for the future and protect those they love and the legacy they have earned.

We’re a team of deeply experienced UBS Private Wealth Advisors who access the vast global resources of UBS, the world’s largest wealth manager1, to support lifelong financial well-being for our clients.

Within the exclusive Private Wealth Management division, we are differentiated by our focus, training and tangible understanding of complex wealth and the sophisticated families and individuals who create it, inherit it and pass it on.

Our Midwestern roots shape our values and our relationships. Our clients, their children and the future they’re building matter to us beyond measure. With every conversation and each solution we recommend, we hope to enrich their lives—and yours—for generations to come.

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One firm. One priority. More than 150 years.

One firm. One priority. More than 150 years.

Private Wealth Management

Private Wealth Management

The commitment of a Family Office Consultant

The commitment of a Family Office Consultant

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager