Time to do great things

Start planning your future now

Mountain climbers reaching the summit

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Michele Grossi

Financial Advisor

Chartered Alternative Investment Analyst®

Born and raised in Switzerland, I bring 25 years of international financial expertise in wealth management to my clients. I have worked with private and institutional clients in Zurich, Lugano, Monte-Carlo, New York, London and Los Angeles where I have established my UBS Wealth Management practice and where I live with my family.

My experience in Switzerland and Monaco is unique as very few places have such a prestigious tradition of private banking and of dealing with high and ultra-high net worth clients in multiple currencies and jurisdictions.

Financial planning is a key component of my practice together with providing thoughtful holistic advice on any issue that might arise, incorporating asset and liability management, philanthropy and sustainable development goals in the investment process.

My multi-year experience spanning a multitude of financial products and investment strategies have prepared me to easily distill challenging situations into simplified building blocks, tailored for each of my clients and their families.

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • IA
  • LA
  • NJ
  • NY
  • TX
  • WA

Education

  • Master of Science, Finance, HEC Lausanne, The Faculty of Business and Economics of the University of Lausanne, Switzerland

Credentials

  • Chartered Alternative Investment Analyst®
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Estate planning strategies
Philanthropy
Business succession
Custom portfolios
Alternative investments
Sustainable investing
Women investors
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 772-7050

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Our Philosophy

Our Philosophy

Our Process

Our Process

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

Sustainability matters

Seek returns and drive change through sustainable investing

Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

Insights

Backed by the strength of UBS

A global leader in wealth management

#1

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

Best

Private Bank for Sustainable Investing

PWM/The Banker Global Private Banking Awards, 2018-2020