Lasting relationships. For all that matters

Office lobby

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Mountaintop

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.

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    Roberto J Fortuno

    Managing Director

    Market Director

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    • FL
    • NJ
    • NY
    • PR

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918

        Focus on liquidity management

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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