$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
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.
$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