Global access. Strategic solutions.

Private Wealth Management

Photo Credit Caesar Ruegg

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

UBS LOBBY

Our clients benefit from the advantages of our boutique Private Wealth Management practice, limited to a defined number of clients to ensure the highest level of personalization, specialization, and differentiated advice, service and solutions, but with access to the global resources of the world's largest wealth manager. As a thoughtful steward of our client's assets and legacy, we have been entrusted with almost $7 billion in assets under management.

$6,902,937,000

Assets under management

As of 10/31/2022

Marcus Fagersten, CPWA®

Executive Director

For almost 30 years, our Family Wealth Management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.  Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.  

I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients.  I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor designation (CPWA®).  I have completed the Certified Equity Professional (CEP) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University.  I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business.  I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.

My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab.  I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.

I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S.  I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Bachelor of Science Business Administration/Finance, University of Southern California Marshall School of Business
  • Bachelor of Science Business Administration/Finance, University of Southern California Marshall School of Business
  • Wealth Management Theory & Practice Executive Education Program, Yale School of Management
  • Wealth Management Theory & Practice Executive Education Program, Yale School of Management
  • Certified Private Wealth Advisor designation (CPWA®), Investments & Wealth Institute

Credentials

  • Corporate Stock Benefit Consultant
  • Private Wealth Advisor
  • Private Wealth Advisor
  • Certified Private Wealth Advisor, CPWA®
  • Corporate Stock Benefit Consultant

We represent a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.

Corporate executives
Executive compensation
Financial planning
Financial planning
Executive compensation
Estate planning strategies
Legacy planning
Custom portfolios
Philanthropy
Lending services
Asset allocation
Cash management
Custom portfolios
Philanthropy
Sustainable investing
Sustainable investing
2 Belvedere Place
Suite 220
Mill Valley, CA 94941
  • (415) 954-5985

Email Me

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Who we work with

Investment management

Tailored lending and cash management

Shaping exceptional family wealth

UBS Philanthropy

Sustainable investing

Insights