$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We are a New York based team of experienced financial professionals with both wealth management and institutional experience derived from the team's previous roles in institutional fixed income, structured products, and portfolio management.
Focused on the needs of ultra high net worth individuals, families, family offices, and select institutional investors.
Delivering the advice, expertise, and global resources needed to address the complex, mutli-generational challenges of managing significant wealth.
We offer best in class execution in equities, fixed income, commodities, and rates products, in addition to access to strategists, economists, and analysts that offer advice and look for opportunities in every region and sector.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager