Organization Name Description
UBS Financial Services Inc. Financial Services. Financial Services
Vontobel Swiss Wealth Advisors AG Financial Services

UBS Financial Services Inc.
For over 150 years, UBS has been committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, we are strongly positioned to address the realities of the global economy, and to comprehensively meet the entire range of our clients’ sophisticated needs. Customized solutions are delivered by dedicated Financial Advisors who are aligned to help give clients confidence in reaching their goals no matter what the environment.

Allen G. Carter
Executive Director
One North Wacker Drive, Suite 2500
Chicago, IL 60606
312-525-5000
allen.carter@ubs.com
www.ubs.com/us/

Vontobel Swiss Wealth Advisors AG
Vontobel Swiss Wealth Advisors represents one of the select few Swiss asset managers specifically established to meet the legal and regulatory requirements of investors who are U.S. citizens and residents. With significant international investment experience, we are able to offer key portfolio services with the following benefits:

– Experienced SEC-registered adviser based in Switzerland
– Jurisdictional diversification in terms of custody (Swiss custody available through our affiliate Bank Vontobel AG)
– Political and economic stability of Switzerland
– Investments available in Swiss Francs – one of the world’s strongest currencies
– Geographical diversification of investments (international multicurrency approach)

Thomas Fritz, CAIA
Director
Wealth Management Advisor

Vontobel Swiss Wealth Advisors AG
Gotthardstrasse 43 | CH-8022 Zürich

T +41 44 287 81 92
M +41 79 919 95 57
M +1 917 865 84 75
thomas.fritz@vontobeladvisors.com
www.vontobeladvisors.com

Vontobel Swiss Wealth Advisors is a member of the Vontobel Group and is registered as an Investment Advisor with the US Securities and Exchange Commission (SEC)

Contact Us

We provide value adding services to our members and our community through events, exchanges, publications, information and other efforts.