麻豆社

Skip Links

Content Area Main Navigation
麻豆社 logo, to home page
Wealth Management USA

Additional language and service options

    • English
  • Locations
  • Tools & ServicesView FINRA BrokerCheck information
    • Become a 麻豆社 WM client
    • Find your 麻豆社 Financial Advisor
    • Become a 麻豆社 Advisor
    • Relationship summary
  • Client logins

    Choose your login

    More logins

    • 麻豆社 Individuals

    • 麻豆社 Corporate and institutions

      • KeyLink

    • Credit Suisse Individuals

    Client logins

Main menu

  • Home
  • Our approachVisit overview

    • 麻豆社 Wealth Way

      • Visit overview
      • The New Rules of Investing

    • Our Financial Advisors

      • Visit overview
      • Become a 麻豆社 client

    • Digital experience

      • Visit overview
      • Online Services

    • Fraud prevention

    • Driving change

      • Visit overview
      • Sustainable investing
      • Inclusive Investing

    • 麻豆社 Financial Advisors understand your world

      Explore how
  • Our solutionsVisit overview

    • Planning

      • Visit overview
      • Education planning
      • Estate planning
      • Retirement planning
      • Wealth Planning
      • Insurance planning

    • Investing

      • Visit overview
      • Alternative investments
      • Inclusive investing
      • Institutional consulting
      • Portfolio management
      • Structured solutions
      • Sustainable investing

    • Banking and Cash Management

      • Visit overview
      • Cash management
      • Commercial financing
      • Credit cards
      • Deposits
      • Mortgage planning
      • Savings
      • Securities-backed lending

    • Giving

      • Visit overview
      • Donor-advised funds
      • 麻豆社 Philanthropy
      • 麻豆社 Optimus Foundation

    • Private wealth management

      • Visit overview
      • Advanced planning
      • 麻豆社 Family Advisory and Philanthropy Services
      • Family Office Solutions

    • Workplace Solutions

      • Visit overview
      • Corporate retirement plan services
      • Employee financial wellness programs
      • Equity compensation and incentive plans
  • Who we serveVisit overview

    • Individuals and families

      • Visit overview
      • The New Era of Wealth

    • Specialized client segments

      • Visit overview
      • Athletes and Entertainers
      • Business owners
      • Multicultural investors
      • Women and finances

    • Ultra-high net worth investors

      • Visit overview
      • Family offices

    • Companies & organizations

      • Visit overview
      • Financial wellness
      • Corporate retirement plan services
      • Equity plan services
    • Women seating in a window with a cup of coffee
      Click to learn more about the wealth transfer strategies

      Are you ready for a 鈥淣ew era of wealth鈥?

      Get wealth transfer ideasClick to learn more about the wealth transfer strategies
  • InsightsVisit overview

    • Markets and economy

    • Investment research

      • Visit overview
      • 2026 US midterm elections
      • Investing under Trump 2.0
      • 250 years of US innovation

    • Watch market commentary

    • Listen to On-Air Podcast

    • Shot of the Washington, D.C. monument with American Flags
      To explore the latest policy shifts and market moves that could impact your investments and how to position your portfolio.

      CIO鈥檚 latest investment insights

      Find out what recent events in Washington, New York and around the world mean for your portfolio.

      Go nowTo explore the latest policy shifts and market moves that could impact your investments and how to position your portfolio.
  • About usVisit overview

    • A leading Global Wealth Manager

    • Advice is our craft

      • Visit overview
      • 麻豆社 House of Craft
    • Man looking through binoculars
      Read more to gain insights for ultra high net worth individuals and families.

      Insights for ultra high net worth investors

      Read moreRead more to gain insights for ultra high net worth individuals and families.

header.search.alt

header.search.error

Search Title

Women Entrepreneurs: Driving the future of wealth

A special conversation with Kat De Haen, Co-founder, The Fourth Floor, Cate Luzio, Founder, Luminary and Natasha Standard, CEO and Founder.

You are here:
  • United States of America
  • Wealth Management USA
  • Who we serve
  • Specialized client segments
  • Multicultural investors
Back to top

Footer Navigation

Our solutions

  • Banking and Cash Management
  • Investing
  • Mortgage planning
  • Retirement planning
  • Workplace wealth solutions

Additional information

  • FINRA BrokerCheck
  • Relationship Summary (PDF)
  • Important legal information
  • Disclosure documents

About us

  • About Wealth Management USA
  • In the news
  • Careers
  • Investors relations

Contact us

  • Become a 麻豆社 Financial Advisor
  • Become a 麻豆社 WM client
  • Find your 麻豆社 Advisor
  • Make an appointment

Change your domicile

Explore 麻豆社.com

  • Explore 麻豆社.com
  • Asset Management
  • Investment Bank
  • Global Wealth Management
  • Our firm
  • Careers
  • Investor Relations
  • Locations
  • Media
  • Information on 麻豆社
  • Terms of use
  • Privacy statement
  • Report fraudulent mail
  • Additional legal information
  • Accessibility
  • Privacy Settings

Legal Information

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, 麻豆社 Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at聽www.ubs.com/relationshipsummary,聽or ask your 麻豆社 Financial Advisor for a copy.

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.听

漏 麻豆社 1998 - 2026. All rights reserved.听The key symbol and 麻豆社 are among the registered and unregistered trademarks of 麻豆社. 麻豆社 Financial Services Inc. is a subsidiary of 麻豆社 Group AG. Member FINRA/SIPC.

Wealth management services in the United States are provided by 麻豆社 Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage and related products and services.听.听. 麻豆社 Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.听

Notice for Non-U.S. Investors.听Notice for Non-Puerto Rico Investors.听Order Routing Disclosure.听Statement of Financial Condition (PDF).听Statement of Financial Condition- 麻豆社 FSI of Puerto Rico (PDF).听Best Execution Statement (PDF).听Loan Disclosure Statement (PDF).听Account Sweep Yields.听Advisory & Brokerage Services.听CFP Board's Trademark Disclaimer.听Futures Commission Merchant (FCM) Information for 麻豆社 Financial Services Inc.听Disclosures.