$3.3 trillion
In invested assets globally
As of 12/31/2021
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Associate Director
Team Administrator
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Associate Director
Team Administrator
A Liquidity strategy can help.
In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.
Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.
$3.3 trillion
In invested assets globally
As of 12/31/2021
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
