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.

portfolio

A comprehensive approach

UBS Wealth Way

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Global leader

UBS is a world-leading wealth manager

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