$3.9 trillion
In invested assets globally
As of 12/31/2022
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
We work with families and small businesses as positive disruptors, creating a world class financial planning experience that makes it possible for our clients to achieve their unique goals on their own timeline. We accomplish this by creating highly comprehensive client profiles, defining goals and objectives in a focused, exclusive way, and then creating a strategy that is not only impactful and insightful, but most importantly, achievable.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
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
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
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
In this guide you can explore an array of planning ideas, such as:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
$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
