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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Managing Director–Wealth Management
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:
Managing Director–Wealth Management
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:
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
