More than 150 years
offering financial advice
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
More than 150 years
offering financial advice
$2.8 trillion
In invested assets globally
As of 06/30/2022
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We do more than manage money.
We optimize potential.
We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.
We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
In this guide you can explore an array of planning ideas, such as:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Explore the convergence of investment and philanthropic strategies—a trend we are seeing among ultra high net worth individuals and families.
Family office trends and lessons learned during the pandemic.
UBS Investor Watch
Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.
Want fresh insights into what matters most to you?
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
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