$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Investment insights on the US elections
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager