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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          Turn possibilities into a plan

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          A leading global wealth manager

          UBS Year Ahead 2025

          Roaring 20s: The next stage

          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

          Read the report

          A leader in wealth management

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          UBS Group invested assets
          As of 06/30/2024

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          UBS is a leading and truly global wealth manager

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