Resourceful investing. Trusted guidance.

Orbis International Financial Group

The union of KPM International and Segal Sanchez Wealth Management created Orbis International Financial Group, a global wealth management team.

We have a unique expertise in both domestic and international markets. Orbis International Financial Group is a 20 person, Miami based team experienced in cross-border rules, investment solutions and tax-efficient investments unique to U.S. based and international clients.

We have a select clientele – business owners, professionals, corporate executives and affluent families – with whom we have developed valued long-term relationships. We understand their personal and professional priorities and devote all our skills, as well as the global resources of UBS, to helping fulfill them.

We believe in building trusted relationships with our clients. Everything flows from that.

- Jesus E. Kruger

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.


A comprehensive approach

UBS Wealth Way

Global Wealth Report 2024

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.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager