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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial Advisor
Terance Takyi came to UBS from First Republic Investment Management in 2023. Terance joined First Republic in 2021 as a Managing Director and Wealth Manager.
Prior to joining Frist Republic, Terance was a Vice President at JP Morgan and was responsible for managing personal assets for the firm's private clients. Before JP Morgan, he worked as a Private Client Advisor at Goldman Sachs. His practice is focused on providing comprehensive wealth management solutions, including trust and estate planning, philanthropic giving, tax-efficient lending options, as well as broad asset management advice, to families and foundations.
Terance has been active in his local community for many years. Currently, he serves on the Alumni Leadership Board for UNCG, as well as the Leadership Board for Boys & Girls Harbor. In addition, he is an active member in Amref Health Africa and Year Up.
Terance earned his Bachelor's degree in Economics from the University of North Carolina at Greensboro and is currently an MBA candidate for the class of 2023 at UNC Kenan-Flagler Business School.
Financial Advisor
Terance Takyi came to UBS from First Republic Investment Management in 2023. Terance joined First Republic in 2021 as a Managing Director and Wealth Manager.
Prior to joining Frist Republic, Terance was a Vice President at JP Morgan and was responsible for managing personal assets for the firm's private clients. Before JP Morgan, he worked as a Private Client Advisor at Goldman Sachs. His practice is focused on providing comprehensive wealth management solutions, including trust and estate planning, philanthropic giving, tax-efficient lending options, as well as broad asset management advice, to families and foundations.
Terance has been active in his local community for many years. Currently, he serves on the Alumni Leadership Board for UNCG, as well as the Leadership Board for Boys & Girls Harbor. In addition, he is an active member in Amref Health Africa and Year Up.
Terance earned his Bachelor's degree in Economics from the University of North Carolina at Greensboro and is currently an MBA candidate for the class of 2023 at UNC Kenan-Flagler Business School.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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