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UBS Wealth Management

With over 150 years of experience in global investment management, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term. You need more than just a bank. You need a companion to help you through all of life's ups and downs.

Awards

2020 Powerwomen Awards - Company of the Year - Female Leadership - North America - GOLD

People

4
Average: 4 (2 votes)

Shona Baijal

UBS Wealth Management

Managing Director

3
Average: 3 (2 votes)

Robert Broughton

UBS Wealth Management

Director

4.75
Average: 4.8 (10 votes)

Luniah Cohen

UBS Wealth Management

Client Advisor

4
Average: 4 (4 votes)

Alice Kletskaia

UBS Wealth Management

Executive Director

3
Average: 3 (2 votes)

Michael O'Brien

UBS Wealth Management

UHNW Client Advisor, Executive Director

3
Average: 3 (1 vote)

Fredrik Rundquist

UBS Wealth Management

Executive Director

3
Average: 3 (1 vote)

Ravi Raju

UBS Wealth Management

Group Managing Director

2.5
Average: 2.5 (2 votes)

Marina Nikoloska

UBS Wealth Management

Director

3
Average: 3 (1 vote)

Irena Zoga

UBS Wealth Management

Client Advisor

4.75
Average: 4.8 (8 votes)

Andrea Santos-Morales

UBS Wealth Management

Head of Wealth Planning Americas International

3
Average: 3 (1 vote)

Jonathan Baker

UBS Wealth Management

Director - Wealth Management

3
Average: 3 (1 vote)

John McGrath

UBS Wealth Management

Senior Vice President - Wealth Management

3
Average: 3 (1 vote)

Eva Lindholm

UBS Wealth Management

Head of Wealth Management UK and Jersey

4.90625
Average: 4.9 (48 votes)

Catherine Lapadula

UBS Wealth Management

Managing Director/Market Head

3
Average: 3 (1 vote)

Emma Wheeler

UBS Wealth Management

Director, Head of Women’s Wealth, Client Services

3
Average: 3 (1 vote)

Sharon Sager

UBS Wealth Management

Managing Director

3
Average: 3 (1 vote)

Will Easter

UBS Wealth Management

Executive Director & UK International client advisor

4
Average: 4 (2 votes)

Helen Ollivro

UBS Wealth Management

Executive Director / Head of Financial Intermediaries

4
Average: 4 (3 votes)

Adrian Jones

UBS Wealth Management

Managing Director

4
Average: 4 (2 votes)

Amanda Johnson

UBS Wealth Management

Director

4.25
Average: 4.3 (7 votes)

Alessandro Audero

UBS Wealth Management

Client Advisor UHNW

3
Average: 3 (1 vote)

Christie Olsson Brush

UBS Wealth Management

Senior Wealth Planning Strategist

4
Average: 4 (2 votes)

Tom Hall

UBS Wealth Management

Global Head of Philanthropy Services

4
Average: 4 (1 vote)

Judy Spalthoff

UBS Wealth Management

Managing Director, Head of Family Advisory and Philanthropy