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What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better I understand how you envision your future, the better we can work together to help you shape it. And my approach is a simple one: Based on your goals and priorities, I’ll work with you to help you plan your most meaningful milestones and all you hope your future can be.  

Robert J. Simon
Senior Vice President - Investments
1 California Street
Twentieth Floor
San Francisco, CA 94111
415-954-5965
415-269-2852
415-954-6762 fax
bob.simon@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Financial Goal Analysis financial_goal_analysis.pdf (234kb)
Fixed Income Circular Fixed_Income_Circular.pdf (172kb)
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf (295kb)
News

Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations

Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you

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