Understanding

Through more than 20 years of working with clients, Hannes has developed a unique wealth management process designed to help him identify their priorities, goals, concerns and values—factors that can contribute to successful financial decision-making. He is a member of UBS Private Wealth Management, the firm’s distinguished group of Financial Advisors with extensive training and resources tailored for serving UHNW clients and their families.

Hannes also chairs the UHNW committee of the International Advisor Advisory Council (IAAC) working with International Private Wealth Advisors and senior management to strategize, design, and implement policies, procedures and products for the UHNW segment.

Prior to joining UBS in 2001, Hannes was an analyst at Lehman Brothers and a marketing executive at Unilever and L'Oréal, where he helped build and manage global brands. He is fluent in French and German. In his free time, Hannes enjoys skiing, sailing and kayaking with his wife Ami and his four children.

Hannes holds a B.B.A. in international business from the University of Texas, Austin, and an M.B.A. from NYU Stern School of Business.

Judy has over 30 years of Private Wealth Management experience. She joined UBS International as a Senior Vice President – Investments – Financial Advisor in 2003 after a successful International Private Banking career at Barclays Private Bank, Republic National Bank, Standard Chartered Bank and Chemical Bank. Judy has developed a multi-generational relationship with her Ultra High Net Worth Clients. She strongly believes that the key to a successful client relationship is to be a good listener and earn the rights to establish trust and deepen connection. Judy focuses on providing complex, holistic cross border wealth management solutions to Ultra High Net Worth individuals and families who live in Asia, the United States or a combination of both. Judy’s primary focus is on helping her clients develop highly customized wealth transfer strategies, pre-liquidity planning solutions, monetization strategies, asset management strategies, and plans to achieve their philanthropic goals. 

Born and raised in Hong Kong and Guatemala, Judy is fluent in Cantonese, Mandarin and Spanish. She came to New York as a Foreign Student and has since called New York her home. Judy loves to see the world and learn different languages and culture. When she is not visiting her clients in Asia, you will likely find her traveling somewhere off the beaten path or getting lost in museums and exotic bazars recharging her energy! 

Jacques has accumulated over 20 years of experience providing trusted advice and financial solutions to private, institutional and corporate clients. 

Experienced in guiding clients thorough targeted discovery processes for the design and implementation of tailored investment and wealth planning strategies, his institutional background allows for the smooth integration of sophisticated teams and resources to assist clients with complex needs.

Jacques is also a member of the UBS Lexington Group, one of a few select advisors in Wealth Management of the Americas to be granted dual registration with the UBS Investment Bank to cover foreign financial institutions.

Previous to joining UBS in 2006, Jacques partnered with a leading team at Prudential Securities to build and serve a global book of institutional and government clients with cross-asset execution and research needs. 

He holds a Diploma in Business Administration and Finance from Benedict BVS Business School in Switzerland and holds his FINRA Series 3, 6, 7, 63 and 65 registrations.

Andrew has worked in financial services since 2001, joining UBS in 2016. As an international advisor, his countries of focus are Barbados, Trinidad & Tobago, Antigua & Barbuda, and St. Lucia. 

As your advisor, he leverages the intellectual capital of the firm, as well as a robust best-in-class open architecture product and services platform catering to institutional and affluent international clients. The cornerstone of his business is the personal level of service he offers coupled with disciplined investment and risk management. He works for each client as if they were his own family and strives to build lasting, multi-generational relationships built on trust and superior client service.

In his spare time, Andrew enjoys traveling, skiing, cycling and motorsports as well as quality time with his wife and two children. Andrew holds his FINRA Series 7 and 66 licenses and is a Certified Investment Management Analyst® candidate.

Maximillian began his career at UBS as a Client Service Associate before transitioning within the UBS Wealth Advice Center as a Financial Advisor in 2017. As a Financial Advisor, Maximillian specialized in wealth management strategies that included advisory solutions, legacy planning, equity awards, mutual fund analysis, portfolio recommendations, and cash management. He is proficient in delivering in-depth retirement, education, and legacy planning and utilizing Financial Goal Analysis to help clients achieve their life long goals. Maximillian joined the New York International Group in 2020 as a Senior Wealth Strategy Advisor and transitioned to the Financial Advisor role in 2023. He achieved his Certified Exit Planning Advisor (CEPA®) credential in 2021 and Certified Private Wealth Advisor (CPWA®) credential in 2023 and holds his FINRA Series 7, 66, and 3 registrations.

Outside of the office Max enjoys playing soccer (a sport he played at the collegiate level), supporting Arsenal FC of the English Premier League, and exploring New York City with his dog, Cali.

Don began his career at Dean Witter Reynolds as a Commodity Operation Specialist responsible for overseeing the balancing of the firm’s commodity positions and overseeing the Margin department. After 5 years at Dean Witter he transitioned over to PaineWebber as a Client Service Associate where he worked as the Head Equity, Commodity, and Option Trader for a Wealth Management Group, responsible for serving UHNW clients in the Middle East. Subsequently, he joined UBS where he has worked for over 23 years. Don is the head trader and Chief Operations Officer for the New York International Group and prides himself in solving problems, finding solutions, and delivering the ultimate client experience. He holds his FINRA Series 7, 63, 65, and 3 registrations as well as Life Insurance registration.

Don lives in New Jersey with his wife Melissa and 2 sons, Alex, and Michael. In his spare time he enjoys golfing, going to the beach and spending time with family and friends.