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

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

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