200
Collective years of experience
Experience. Family. Tradition. These are not just words to Wickham Cash Partners; these are the values that have defined us for six decades. They are also the values that matter most to the generations of ultra high net worth families we continue to serve. With over 200 years of collective experience and drawing on the powerful global resources of UBS Private Wealth Management, we have the capabilities to address and execute on each of your most important priorities and concerns. Whether it’s to source new capital, establish a wealth transfer plan, exit your lifelong business or create a philanthropic legacy, more than 18 professionals bring a diversity of backgrounds and skill to your financial world, delivered with commitment and care.
Our team’s founder was a pioneer in understanding the power of advice—beyond the investment portfolio. Today, as we help our clients grow and sustain their wealth for their families, their businesses and the future, we’ve found his wisdom to be more relevant than ever. We are grateful.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Client Associate
Client Associate
Client Associate
Client Associate
Team Administrator
Client Associate
Client Associate
Client Associate
Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Client Associate
Client Associate
Client Associate
Client Associate
Team Administrator
Client Associate
Client Associate
Client Associate
Client Associate
Client Associate
Client Associate
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
Our process
While our recommendations are often aligned with firmwide research, we are, by nature, independent thinkers who deliver advice based on our collective knowledge of the markets and actual experience helping clients navigate their complex wealth through many different market cycles. Depending on where you are in your life, our planning conversations may focus on liquidity management, estate planning strategies, tax and legal structures such as trusts and philanthropic vehicles, your cash flow needs or asset replacement solutions such as insurance.
Liquidity. Longevity. Legacy.
Our process begins with questions and discussions that help us focus on what’s important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
200
Collective years of experience
$15+ billion
Assets under management
21
Investment professionals on the team
