$7 trn
UBS Group invested assets
As of 12/31/2025
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.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager