Global insight for generations

Research and rigor drive our manager selection process. We have deep expertise in evaluating a range of investment portfolios and allocations—our recommendations are based solely on your needs, objectives and comfort level. With access to some of the finest asset managers in the industry, as well as the money management platforms within UBS, we bring clarity, direction and risk-managed performance to your personal portfolio strategy or business.

Each member of our team contributes unique expertise that enables us to thoroughly and critically evaluate a changing marketplace. What’s more, our decisions are based on our own rigorous due diligence of investments and managers. We help you focus on the long-term “big picture” of your strategy, so you can make informed decisions without the day-to-day distractions of market volatility.

Investor-centric global research guides us. Our primary focus is to identify and communicate investment opportunities as well as market risks to support you in preserving and growing your wealth. Everything we do is geared toward ensuring a solid foundation for your investment decisions.

Accessing both UBS global research insights and industry perspectives, we examine geographic growth trends, interest rates and currencies that could impact your portfolio. As we tailor the right solution for you, our extensive network of UBS and industry-leading experts helps to complement and deepen the financial advice we provide.

Navigate business transition with confidence. Your business is likely one of the greatest investments of your life. The decision to step away isn’t easy. In fact, we’ve found that most business owners simply do not plan their exit, and the result is often costly—both financially and emotionally. Our experienced team has guided many company founders and their families through transition events, particularly exit strategies, via sale or IPO, but we encourage engaging with us sooner rather than later in the process.

Our process begins with critical pre-liquidity planning all the way through execution and closing. Prior to the transaction, we help you develop a personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with your attorney and tax advisor as well as our network of both third-party and UBS experts in:

• M&A advisory services
• Private equity and debt financing
• Risk management
• Estate planning strategies
• Tax management

A fiduciary approach to pursuing your funding goals. Fiduciary liability is a top concern for our endowment clients. That’s why we take the time to fully understand your organization’s unique financial situation and deliver an investment plan that fits with your needs and long-term goals.

Similar to managing wealth for successful families, earning your trust and that of your investment committee will help us build consensus that ultimately can help us help you pursue your goals. Accountability and transparency guide our decision- making process as we work to:

• Formalize and implement an investment policy statement
• Review the investment process and maintain appropriate documentation
• Provide ongoing monitoring and reporting
• Facilitate communication and provide education

How can we make the world a better place by 2030? Your values define you. But do your investments reflect who you are? Discover three ways to invest toward the UN’s 17 Sustainable Development Goals.

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. To us, it’s about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow’s.

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group 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.