Global Access. Boutique Solutions.

 A world of opportunities tailored for significant wealth

Within the distinguished UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. 

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Global research and thought leadership.  An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends. 

Family and Philanthropy Advisory Services.  Specialists focused on ccomprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Tailored financing solutions. Innovative credit solutions,  securities-backed lending, pre-IPO lending and mortgages as well as customized financing solutions for real estate, private aircraft, art and other endeavors.

Strategic philanthropy. A dedicated team of philanthropy experts to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

UBS Global Family Office. A centralized platform that harnesses the full scope of the firm’s institutional and wealth management resources to serve the needs of successful families worldwide.

Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.