$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Hello, I’m Neil Short, the Senior Portfolio Manager for Short Sharpe Wealth Management, at UBS Financial Services, located in Austin, Texas. My team and I are in the business of ensuring that our clients are properly positioned to achieve their financial goals throughout their lives. We accomplish this by aligning the wealth management services of our firm with a personalized financial plan for each one of our clients, tailored to fit their individual needs.
We are fortunate to work with a diverse group of clients, representing many professions and stages of life. While we can find solutions for the financial needs of most investors, our particular focus is on helping business owners and executives, their families, and their companies. We accomplish this through three distinct focuses:
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager