Wealth strategies for our clients

Private Wealth Management

Trident hero two

Trident Partners understands the sophisticated needs of affluent families, corporate executives and family offices. Our highly-experienced team is committed to the delivery of a boutique investment experience that is centered around you and your financial life.

GP Planning strategies

GP Planning strategies

Transitioning a privately held business

Transitioning a privately held business

Helping a family office access the Global Family Office

Helping a family office access the Global Family Office

Comprehensive solutions for your sophisticated needs

Trident Partners is a team of seasoned Financial Advisors with deep experience guiding affluent families, corporate executives, entrepreneurs and family offices through the complexities of significant wealth. We focus on delivering a boutique investment experience centered around you and your unique needs.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

More than 150 years

offering financial advice

$10 billion

USD invested in 100% sustainable portfolios4

4ubs.com/Impact/2/2020