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

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          Los Angeles fire relief

          Support and resources

          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights

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