Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kate Daniels UBS

    Kate Daniels

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

      • University of Richmond, Bachelor of Science, Business Administration: 2022
        2000 Avenue of the Stars
        12th Floor
        Los Angeles, CA 90067
        kate.daniels@ubs.com
        Kate Daniels
        2000 Avenue of the Stars,Los Angeles,CA,90067
      Three generations in apple orchard

      Turn possibilities into a plan

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      A leading global wealth manager

      Texas

      Donor-advised funds

      Year-end charitable giving

      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $6.9 trn

      UBS Group invested assets
      As of 10/29/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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