$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.
With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.
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.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Director
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Director
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
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.
A select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
appearances in the media
