$3.9 trillion
In invested assets globally
As of 12/31/2022
As a business owner, you face important decisions every day about how to drive long-term value and the best way to maximize your largest asset—your business. UBS client research tells us some important truths:
You don’t have to navigate these challenges alone. Russ Ferreri is an experienced financial advisor and investment manager who helps business owners address the complexities of their situation. Acting with clients’ best interests in mind, he seeks to earn their trust with responsive and personalized service.
1 “UBS Uncommon Success,” March 2019, Chief Investment Office GWM Investment Research
2 “State of Owner Readiness, Survey Results 2013,” Exit Planning Institute, slide 9, 2013
3 “State of Owner Readiness, Survey Results 2013,” Exit Planning Institute, slide 15, 2013
4 Transferable Enterprise Value, Ralph Bradburd and Chuck Richards, Core Value software
Solving problems for clients is about financial prioritization. That means what can we prioritize today to help reduce risk, maximize value, and get on with it.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
Down to Business with Russ Ferreri
Asking and answering the uncommon questions in the back of business leaders' and investors' minds.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager