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$5+ trillion
In invested assets globally
As of 11/07/2023
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Senior Vice President–Wealth Management
Peter Skaperdas has spent over 30 years in the financial industry and is currently a Senior Vice President and a Private Wealth Advisor at UBS. For the last 16 years, Peter has focused on delivering holistic and customized financial advice and solutions to high net worth individuals, families and foundations.
Peter brings a deep understanding of the economy and financial markets to his work with clients. He began his career at UBS as the Bank's Chief U.S. Economist and Head of U.S. Economic Research. Prior to UBS, Peter held senior economist positions at Salomon Brothers and the Federal Reserve Bank of New York.
Peter earned his B.A. in Economics and Mathematics from the University of Illinois and his Masters in Economics from the University of Wisconsin. He, his wife and two children live in New Canaan, Connecticut. Peter is active in his community and serves as the President of the Board of Directors of the New Canaan YMCA.
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
Education
Credentials
Senior Vice President–Wealth Management
Peter Skaperdas has spent over 30 years in the financial industry and is currently a Senior Vice President and a Private Wealth Advisor at UBS. For the last 16 years, Peter has focused on delivering holistic and customized financial advice and solutions to high net worth individuals, families and foundations.
Peter brings a deep understanding of the economy and financial markets to his work with clients. He began his career at UBS as the Bank's Chief U.S. Economist and Head of U.S. Economic Research. Prior to UBS, Peter held senior economist positions at Salomon Brothers and the Federal Reserve Bank of New York.
Peter earned his B.A. in Economics and Mathematics from the University of Illinois and his Masters in Economics from the University of Wisconsin. He, his wife and two children live in New Canaan, Connecticut. Peter is active in his community and serves as the President of the Board of Directors of the New Canaan YMCA.
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
Education
Credentials
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
