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Black, Asian and Hispanic investors

Invest to advance: Let’s build the future of multicultural wealth, together

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    Realize your vision with UBS

    Whether it’s for your family, your community or your cause—your money and 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.

    Personalized financial advice that fits you

    We’re reimagining solutions—beyond stocks and investing—for today’s investors and the generations to follow. Introducing financial advice that’s inclusive, collaborative and personal.

    What can we do for you?

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    Investing solutions

    that align with your principles and goals such as diversity, equity and inclusion—while seeking competitive returns

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    Financial advice

    that’s in sync with your beliefs, traditions and values. Our Financial Advisors help you plan your legacy

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    Thought leadership

    with guidance in sustainable and inclusive investing from our Chief Investment Office—and published insights from our Client Segments team

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    Family education

    resources that focus on the next generation and support families in sharing life and money lessons

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    Executive commitment

    to an inclusive client experience with UBS leaders accountable for building diversity across the organization

    Exclusive connections

    to a community of like-minded investors who are passionate about the arts, philanthropy and sustainability

    Together, we can help you chart your wealth journey

    Discover insights on investing and more

    Invest to advance

    How multicultural investors build generational wealth

    Most of today’s high net worth multicultural investors have more access to investments, loans, retirement planning and other financial services than before. Given historic inequities, however, many have built wealth outside the common path of investing in stocks and bonds.

    Thumbnail of Melinda Hightower, Head of the UBS Multicultural Investor Segment with community leads, Angelina Fung and Gabriela Ramirez
    • Future of Wealth: Nadia Lovell , Video

      This podcast features Nadia Lovell, Senior U.S. Equity Strategist, UBS Chief Investment Office. Nadia discusses highlights from CIO’s Year Ahead 2024 publication and what investors should expect.

    • Future of Wealth: Alicia Brooks , Video

      This conversation features Alicia Brooks. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.

    Access exclusive experiences and events

    Welcome to the art of living well. Join investors, tastemakers and thought leaders for unique experiences that elevate your perspective across the cultural landscape.

    Shame 2023

    Diverse voices, inclusive leadership

    On Tuesday, February 27th, we hosted former Procter & Gamble Senior Vice President and accomplished author Barron Witherspoon, Sr. for a fireside chat with Procter & Gamble Chief Communications Officer Damon D. Jones as they explore the future of inclusive leadership in corporate America.

    The program featured a thought-provoking discussion on inclusive leadership, corporate culture, and cultivating executive talent as well as exclusive insights from Barron’s  book The Black Exec: And the Seven Myths.

    Meet our Advisory Board

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

    Overview

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      Sean Livingston
      Managing Director, Private Wealth Advisor

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        Kenji Yoshikawa
        Senior Vice President–Wealth Management, Financial Advisor

        Connect with us

        Experts working to create an inclusive investor experience

        It's time to make your hard-earned wealth work for you, and UBS is here to support you.

        Betina Dowdell

        Executive Director, National Sales Content & Field Distribution Senior Manage

        Wealth Management USA

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