#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
Mauricio brings 20 years of diverse experience in covering UHNW families in Latin America. He works closely with high-net-worth individuals to develop highly customized solutions to their investing and wealth management needs. Prior to joining UBS, Mauricio was a Private Banker and Global Investment Specialist at JPM for 12 years and before that at UBS Investment Bank (Foreign Exchange Sales & Trading) and Private Bank covering the Andean region. He has an MBA from Duke University (Fuqua School of Business) and a BS in Economics and Finance from Bentley University. He lives in NY with his wife and three children.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Mauricio brings 20 years of diverse experience in covering UHNW families in Latin America. He works closely with high-net-worth individuals to develop highly customized solutions to their investing and wealth management needs. Prior to joining UBS, Mauricio was a Private Banker and Global Investment Specialist at JPM for 12 years and before that at UBS Investment Bank (Foreign Exchange Sales & Trading) and Private Bank covering the Andean region. He has an MBA from Duke University (Fuqua School of Business) and a BS in Economics and Finance from Bentley University. He lives in NY with his wife and three children.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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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