$2.8 trillion
In invested assets globally
As of 06/30/2022
Private Wealth Management
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
“We put ourselves at the center of the wheel, helping to coordinate our clients’ legal and tax advisors. The result is a higher level of service that brings together creative thinking, trustworthy advice and proactive solutions to help simplify our clients’ financial challenges.”
— Paul Vanden Heuvel
Paul joined UBS Private Wealth Management in 2016 after 20 years with Credit Suisse. He is responsible for providing strategic wealth planning and management services to a small number of wealthy family groups and individuals in the Midwest, Florida and Southern California. Prior to Credit Suisse, Paul worked in the institutional fixed income sales and trading group at Salomon Brothers in New York. Before Salomon Brothers, Paul spent six years with the international investigative firm, Kroll Associates, where he managed global asset searches and investigations of large-scale financial fraud.
Professional achievements and education
Outside of UBS
Paul coaches local elementary boys and girls youth basketball teams and is an active supporter of several local charitable organizations. In addition, Paul enjoys extreme fishing adventures and is a mediocre guitar player and frustrated golfer.
Paul Vanden Heuvel holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0M93280).
Bill joined UBS Private Wealth Management in 2016 after four years with Credit Suisse. He utilizes his expertise in wealth management and trust administration to provide advice and to develop and implement comprehensive, customized solutions to meet the wealth management, trust, wealth transfer, and estate planning needs of wealthy individuals and families. Prior to joining Credit Suisse, Bill worked at Bessemer Trust and JP Morgan managing sophisticated trust and investment relationships. He also practiced law for 12 years in both private practice and with the Illinois Attorney General.
Professional achievements and education
Outside of UBS
Bill enjoys sailing, fly fishing and is an avid baseball fan. He also enjoys home-brewing.
Lisa joined UBS Private Wealth Management in 2016 after eight years with Credit Suisse and nine years in private wealth with Lehman Brothers. Before that she spent nine years working at Morgan Stanley in private wealth management and futures operations. She started her career as a sales representative for Westvaco Corporation. Lisa serves as the operations officer of the team. She works closely with clients, meeting their needs by helping with special situations and incoming questions, disseminating performance reporting, trading fixed income and equity securities, and assisting with ongoing asset allocation analysis.
Professional achievements and education
Outside of UBS
Lisa enjoys travelling with friends for great food and music. She also volunteers locally as well as with an orphanage in Haiti.
Charlie joined UBS Private Wealth Management after working with Credit Suisse and a wealth management practice at Northwestern Mutual. He has over ten years of investment experience and began his career trading options and futures strategies at the Chicago Mercantile Exchange (CME). Charlie grew up in Chicago and graduated from the University of Iowa with a Bachelor of Business Administration majoring in Finance with a certificate in International Business. He holds his certification in public accounting and is currently pursuing a certification in performance measurement through the CFA Institute.
Professional achievements and education
Outside of UBS
Charlie enjoys traveling with his family, snowboarding, and teaching his two boys Benny and Marco what it means to be a Cubs fan.
Paul joined UBS Private Wealth Management in 2016 after 20 years with Credit Suisse. He is responsible for providing strategic wealth planning and management services to a small number of wealthy family groups and individuals in the Midwest, Florida and Southern California. Prior to Credit Suisse, Paul worked in the institutional fixed income sales and trading group at Salomon Brothers in New York. Before Salomon Brothers, Paul spent six years with the international investigative firm, Kroll Associates, where he managed global asset searches and investigations of large-scale financial fraud.
Professional achievements and education
Outside of UBS
Paul coaches local elementary boys and girls youth basketball teams and is an active supporter of several local charitable organizations. In addition, Paul enjoys extreme fishing adventures and is a mediocre guitar player and frustrated golfer.
Paul Vanden Heuvel holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0M93280).
Bill joined UBS Private Wealth Management in 2016 after four years with Credit Suisse. He utilizes his expertise in wealth management and trust administration to provide advice and to develop and implement comprehensive, customized solutions to meet the wealth management, trust, wealth transfer, and estate planning needs of wealthy individuals and families. Prior to joining Credit Suisse, Bill worked at Bessemer Trust and JP Morgan managing sophisticated trust and investment relationships. He also practiced law for 12 years in both private practice and with the Illinois Attorney General.
Professional achievements and education
Outside of UBS
Bill enjoys sailing, fly fishing and is an avid baseball fan. He also enjoys home-brewing.
Lisa joined UBS Private Wealth Management in 2016 after eight years with Credit Suisse and nine years in private wealth with Lehman Brothers. Before that she spent nine years working at Morgan Stanley in private wealth management and futures operations. She started her career as a sales representative for Westvaco Corporation. Lisa serves as the operations officer of the team. She works closely with clients, meeting their needs by helping with special situations and incoming questions, disseminating performance reporting, trading fixed income and equity securities, and assisting with ongoing asset allocation analysis.
Professional achievements and education
Outside of UBS
Lisa enjoys travelling with friends for great food and music. She also volunteers locally as well as with an orphanage in Haiti.
Charlie joined UBS Private Wealth Management after working with Credit Suisse and a wealth management practice at Northwestern Mutual. He has over ten years of investment experience and began his career trading options and futures strategies at the Chicago Mercantile Exchange (CME). Charlie grew up in Chicago and graduated from the University of Iowa with a Bachelor of Business Administration majoring in Finance with a certificate in International Business. He holds his certification in public accounting and is currently pursuing a certification in performance measurement through the CFA Institute.
Professional achievements and education
Outside of UBS
Charlie enjoys traveling with his family, snowboarding, and teaching his two boys Benny and Marco what it means to be a Cubs fan.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
With direct access to the global resources and curated platform of UBS, our team offers timely perspectives, customized investment management solutions and a fully-integrated suite of financial services. We help to prepare each family member to become a prudent steward of your family's personal and financial legacy.
Discretionary portfolio management
With a focus on customized solutions, we can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against relevant benchmarks.
Prudent asset allocation
Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This approach allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
The benefits of UBS Private Wealth Management
UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. Should your needs require, we have established relationships with these select UBS partners:
When planning your estate or building your legacy, we can work with you and your tax and legal advisors to develop tax-advantaged solutions so that the people and causes that are important to you receive the greatest benefit.
Your estate
We help coordinate the design and implementation of your estate plan to ensure that you are taking advantage of all relevant gifting guidelines; business succession strategies; insurance, trust and philanthropic vehicles; and navigating successfully potentially complex tax issues.
Philanthropy
We can assess your current charitable goals and integrate philanthropy into your overall financial plan. We will work with you and your family members to effectively execute your philanthropic vision.
Safeguarding multigenerational wealth
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy for each generation.
By offering a high-touch, personalized service, our goal is to develop the kind of trust and efficiency that will help to simplify your financial life and build long-lasting relationships. Responsive and attentive, our team provides a flexible communication plan specific to your schedule.
We combine the boutique experience of a specialized team dedicated specifically to your needs with the global resources of one of the world’s largest wealth management firms.
Count on us to be:
Proactive– by understanding all aspects of your life, we can help anticipate needs, spot issues and reduce risk
Accessible– responsive and quick to resolve any issue, we’re here for you for every need, large or small
Collaborative– our team works closely together, providing regular contact that keeps you informed
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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