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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

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.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

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

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
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

UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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