$2 billion
Assets under management
With over two centuries of combined experience, our team manages wealth for a select group of highly successful individuals, family offices, foundations and endowments throughout the country. We respect your time and priorities and offer you comprehensive, professional capabilities to simplify your financial life.
Our holistic wealth management approach is based on a clear understanding of your needs. We provide individualized solutions that are dynamically managed over long periods of time. With our sophisticated investment and planning tools, we help mitigate risk, seek to optimize returns and offer the potential to minimize taxes and facilitate efficient asset transfers.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
$2 billion
Assets under management
11 person
seasoned team
200
Collective years of experience
Montclair Investment Partners Brochure
Private Wealth Management Pitchbook
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager