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


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


  • 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
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.

Can I invest sustainably across my portfolio?

Consider prioritizing SI portfolio alignment

The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.


A leader in wealth management

Backed by the strength of our parent company, UBS AG

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024

$5.8+ trn

UBS Group invested assets
As of 03/31/2024