85+
Collective years of experience
UBS and The Carlton Group provide the vast resources of a global financial services leader with hands-on guidance from your own local dedicated consulting team.
Today's investors face new challenges in investment management. To meet your strategic goals, be it creating or revising an investment policy statement, managing risk/return objectives, changing your asset allocation or evaluating investment managers, you must sort through an unprecedented number of investment products and strategies. Structuring and maintaining an optimal investment program is an ongoing concern.
As experienced financial advisors, we understand the issues facing institutions and high net worth clients and are committed to finding customized solutions that address your objectives and goals. We bring all of the extensive resources, expertise, services and strategies that UBS and The Carlton Group has to offer our clients.
Our commitment is to provide our clients with the best experience possible when planning for their financial goals and needs both now and in the future. We are a group of qualified individuals, with over 85 years of experience, who have joined together for a common goal: to offer an unparalleled level of customized service, knowledge and financial advice to our clients. We will work closely with you to develop a comprehensive long-term investment plan tailored to guide you through changing market environments and address your evolving individual needs. We define our success by our clients' success.
85+
Collective years of experience
30+
Years in business as a team
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022