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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
With over 20 years at UBS Financial Services Inc, Priya Aggarwal serves individuals, families, entrepreneurs, and executives, helping them navigate the complexities of their wealth. Her expertise lies in tax-efficient investing, estate and financial planning strategies, and cash management—assisting clients in growing, preserving, and transferring wealth across generations.
Priya structures investment portfolios across equities, fixed income, private equity, and alternative investments, including currencies, commodities such as gold and silver.
For business owners and executives, she focuses on optimizing liquidity and corporate strategies, to help ensure a seamless integration between personal and business finances. She also provides guidance on estate planning strategies, philanthropy, and multi-generational wealth strategies.
Her goal is to offer clarity and confidence, enabling clients to focus on their priorities while maximizing financial opportunities.
Born and raised in Mumbai, Priya has lived in France and Singapore and now resides in San Francisco with her family.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Vice President–Wealth Management
With over 20 years at UBS Financial Services Inc, Priya Aggarwal serves individuals, families, entrepreneurs, and executives, helping them navigate the complexities of their wealth. Her expertise lies in tax-efficient investing, estate and financial planning strategies, and cash management—assisting clients in growing, preserving, and transferring wealth across generations.
Priya structures investment portfolios across equities, fixed income, private equity, and alternative investments, including currencies, commodities such as gold and silver.
For business owners and executives, she focuses on optimizing liquidity and corporate strategies, to help ensure a seamless integration between personal and business finances. She also provides guidance on estate planning strategies, philanthropy, and multi-generational wealth strategies.
Her goal is to offer clarity and confidence, enabling clients to focus on their priorities while maximizing financial opportunities.
Born and raised in Mumbai, Priya has lived in France and Singapore and now resides in San Francisco with her family.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
