$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager