Global insight. Opportunities worldwide.

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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.

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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.

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    Nicolas Bergengruen

    Managing Director

    Market Director

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            100 SE 2nd Street
            Suite 2500
            Miami, FL 33131
            Nicholas.bergengruen@ubs.com
            Nicolas Bergengruen
            100 SE 2nd Street,Miami,FL,33131,100 SE 2nd Street,Miami,FL,33131

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

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          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

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          UBS is a leading and truly global wealth manager

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