$5+ trillion
In invested assets globally
As of 11/07/2023
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
Managing Director–Wealth Management
Senior Vice President–Wealth Management
First Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Wealth Strategy Associate
Team Administrator
Client Associate
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Managing Director–Wealth Management
Senior Vice President–Wealth Management
First Vice President–Wealth Management
Authorized Officer
Senior Wealth Strategy Associate
Wealth Strategy Associate
Team Administrator
Client Associate
Senior Client Associate
Client 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
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
