$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Highly experienced team: The partners have over 50 years of combined investment experience, while the team brings a total of 120 years of combined industry experience.
Alignment of interests: We invest our own capital alongside our clients' capital in the same strategies and investments with the same liquidity and fee structures.
Stable client base: We experience very low client turnover and many of our clients have worked with our team for over 30 years.
Small number of clients: We limit our practice and focus on a select number of families, family offices, and foundations which allows us to have deeper relationships.
Customization: Our disciplined investment process helps deliver each client a tailored investment solution to meet their specific investment needs. Each portfolio we help manage is customized at the entity level from a risk/return profile perspective.
Investment Methodology: We believe in well diversified balanced portfolios with a bias to generating tax-efficient absolute returns.
Communication: We view our relationship as a partnership between us and the client and communicate accordingly.
Transparency: From our investment process to our fees, we take pride in being fully transparent with our client base.
Resources: UBS is truly a global investment bank with vast resources and intellectual capital throughout the world. Our team has unfettered access to experts and analysts within research, investment banking, and asset management.
UBS Leadership: Our team has strong connectivity with the executive management of UBS
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
