Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community, or your cause—your investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Advice that fits

We’re reimagining solutions for today’s investors—and the generations to follow. We’re proud to usher in financial advice that’s inclusive, collaborative and personal.

Your priorities, your journey

UBS provides tailored advice for growing generational wealth to help you make a difference for your family and community.

Exclusive insights for you

Research

Defying history, shaping legacy

How can multicultural investors build lasting wealth?

Resilience leads to innovation

The majority of today’s high net worth multicultural investors have more access to investments, loans and other financial services than prior generations. Given historic inequities, however, many multicultural investors have built wealth outside the common path of investing in stocks and bonds. We surveyed multicultural investors to understand the wealth-building experiences, how they want to use their wealth, and what they expect from the financial institutions they choose to work with. Read the Invest to Advance report and share your wealth journey.

Videos

    Articles and podcasts

    Greater equality, greater results (podcast)

    Financial insights on workplace equality and inclusion 

    Something on the Way (podcast available in Portuguese)

    Impact of inflation, the elections, and investment recommendations

    Multicultural investor events

    See highlights from investor events as experts share their insights on championing culture, art, sustainability and philanthropy.

    Art of Influence 2021

    Renowned curators and artists joined us in Miami and Miami Beach for insightful conversations on navigating the art world and how fine art collectors strike a balance between passion and profit.

    Pictured from left to right: Susan Lee-Chun, Larry Ossei-Mensah and Xaviera Simmons

    Art with Impact 2021

    Renowned curators and artists joined is in Miami and Miami Beach for insightful conversations on how to navigate the art ecosystem and build relationships with artists while building your collection.

    Pictured from left to right: Melinda Hightower, Derrick Adams and Mary Rozell

    Advisory Board

    Experts working to create an inclusive investor experience

    Overview

    The Board is a select group UBS Financial Advisors whose unique insights and expertise inform the firm’s efforts to advance an inclusive investor experience.

    Melinda Hightower

    Head, Multicultural Client Segment
    Wealth Management USA
    (888) 660 5750

    Chicago

    Financial Advisor

    Paul E. Lee

    Financial Advisor

    Elizabeth Sheehan

    Financial Advisor

    Patrick Thompson

    Dallas

    Assistant Market Head

    Jorge Garcia Jr.

    Financial Advisor

    Alexander Ladage

    Financial Advisor Associate

    Jordan Glaeser

    Financial Advisor

    Harry Larosiliere

    Financial Advisor

    Ali Ismail

    Financial Advisor

    David Smith

    Los Angeles

    Financial Advisor

    Ryan Cheng

    Financial Advisor

    Jonathan Hodge

    Financial Advisor

    Eric Fingleson

    Financial Advisor

    Jordan Hayes

    Financial Advisor

    Bryant Davis

    Financial Advisor

    Pam Fu

    Financial Advisor

    Wendy Spinner

    Financial Advisor

    David Tannenbaum

    Miami

    Financial Advisor

    Manuel Coroalles

    Financial Advisor

    Carlos Lowell

    Financial Advisor

    Franco J. Estrada

    Financial Advisor

    Melissa Henderson

    Financial Advisor

    Manish Mehta

    New York

    Financial Advisor

    Evan Bloomberg

    Financial Advisor

    Jin Hu

    Financial Advisor

    Kenji Yoshikawa

    Financial Advisor

    Angela  Mwanza

    San Francisco

    Financial Advisor

    Tammy Haygood

    Financial Advisor

    Sean Livingston

    Financial Advisor

    James Yeager

    Financial Advisor

    Joanne Zhong

    Financial Advisor

    Angela Colombani

    Financial Advisor

    Arnoldo Santiago

    Washington, DC

    Financial Advisor

    Kleo Curry

    Financial Advisor

    Sean Howe

    Financial Advisor

    Vitali Nazlymov

    Financial Advisor

    Edward Dahl

    Financial Advisor

    Roderick Von Lipsey

    Financial Advisor

    Alexis George

    Financial Advisor Associate

    Susan Ghanem

    Financial Advisor

    Stephen Park

    Financial Advisor

    Fardin Nematollahi