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UBS (Lux) Fund Solutions - UBS BBG TIPS 10+ UCITS ETF Adis- Distribution — Sanctuary Private Wealth — Investor Presentation (March 2022)
10 slides from UBS (Lux) Fund Solutions - UBS BBG TIPS 10+ UCITS ETF Adis- Distribution's investor presentation, March 2022
Slide 1: Sanctuary Private Wealth
Confidential Sanctuary Private Wealth UBS Private Wealth Management
Slide 2: Sanctuary Private Wealth
Sanctuary Private Wealth At Sanctuary Private Wealth, we understand that significant wealth requires tailored, We treat each and every client like family and work hard to build collaborative relationships that are custom solutions. We work with a select grounded in trust. Because we understand first
Slide 3: A holistic approach
A holistic approach Our clients—whether successful Flash Review: a complete, customized entrepreneurs, business owners, institutions or families with snapshot of your finances delivered monthly substantial wealth—expect us to assist with all aspects of their To provide each client with a meaningful
Slide 4: The art of cash flow analysis
The art of cash flow analysis Taking a closer look at your cash Cash flow analysis: an invaluable tool flow can help shape your current goals and also inform your future objectives and aspirations for your This analysis looks at your existing cash outflows and considers future expenses wealth. By of
Slide 5: Sophisticated advice
Sophisticated advice As Private Wealth Advisors, we Institutional-level solutions put our decades of experience with sophisticated investors to work for you. We take the time Our team’s past institutional This approach carries through to our process, which is to get to know each client: their experi
Slide 6: Accessing all that UBS has to offer
Accessing all that UBS has to offer At UBS, we offer a genuine private Our strategic use of UBS’s global 2021 Euromoney Private Banking Survey1 banking experience, built on the firm’s resources and experts allows us to UBS ranked first in: 1 reputation as a leading wealth manager. offer you an integ
Slide 7: Seamless service: An exceptional experience
Seamless service: An exceptional experience Because we intentionally limit our client numbers, we can offer a more intimate experience. We make it a priority to develop a personal relationship with each and every one of our clients. Our Florida-based team strives not just to meet—but also to exceed—
Slide 8: Driven by excellence: Meet our team
Driven by excellence: Meet our team Christopher Aitken Ken Tonning Jr. Managing Director–Wealth Management Vice President–Wealth Management Private Wealth Advisor Private Wealth Advisor Team Focus: Team Focus: • 30+ years in institutional and private wealth management • 10+ years in wealth managemen
Slide 9: Driven by excellence: Meet our team
Driven by excellence: Meet our team Viktoriya Rudometkin Shelby Tensfeldt Senior Wealth Strategy Associate Team Administrator Private Wealth Relationship Manager Team Business Manager Team Focus: Team Focus: • 15+ years in wealth management • 8+ years in wealth management • Relationship and operatio
Slide 10: Important information
Important information Sanctuary Private Wealth UBS Financial Services Inc. Christopher Aitken Ken Tonning Jr. Private Wealth Management 904-280-6020 904-280-6021 816 Highway A1A N christopher.aitken@ubs.com ken.tonning@ubs.com Suite 300 Viktoriya Rudometkin Shelby Tensfeldt Ponte Vedra Beach, FL 320
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