Global insight. Personal values. Private Wealth Management

At the Maltby Ludington Nelson Group, we believe we offer our clients the best of both worlds—globally and locally.

Our advice reaches across generations. We help successful families plan for the future and protect those they love and the legacy they have earned.

The Maltby Ludington Nelson Group


phone

312-525-7620



phone

855-214-5710





address

UBS Tower
One North Wacker Drive
Suite 3300
Chicago, IL 60606



Access

We’re a team of deeply experienced UBS Private Wealth Advisors who access the vast global resources of UBS, the world’s largest wealth manager1, to support lifelong financial well-being for our clients.

Expertise

Within the exclusive Private Wealth Management division, we are differentiated by our focus, training and tangible understanding of complex wealth and the sophisticated families and individuals who create it, inherit it and pass it on.

Relationships

Our Midwestern roots shape our values and our relationships. Our clients, their children and the future they’re building matter to us beyond measure. With every conversation and each solution we recommend, we hope to enrich their lives—and yours—for generations to come.

UBS

One firm. One priority. More than 150 years.

We have one priority at the Malbty Ludington Nelson Group: putting our clients first. And that’s why we’re here at UBS. Building on its history of more than 150 years, UBS is where we believe our clients are best served—with extensive wealth management, investment banking and asset management resources. Our team has access to specialists in all areas of complex wealth structuring and planning, and a dedicated research team committed to providing you with clarity and intelligent perspective. Here at UBS, we’ve never been better positioned to deliver the advice you need to pursue the goals that matter most.

UBS Corporate Profile

Jay Maltby and Matt Ludington are
Family Office Consultants

The world's largest wealth manager1

1 Scorpio Partnership Global Private Banking Benchmark 2018. All results rounded.
2 BUSINESS INSIDER, The 15 biggest wealth managers in the world, businessinsider.com/the-15-biggest-wealth-managers-in-the-world-2018-6

UBS Private Wealth Management

A world of opportunities tailored for significant wealth

Within the exclusive UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf:

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Advanced Planning Services. Team of former practicing estate planning attorneys and accountants with extensive private practice experience provide comprehensive planning and education on complex topics including estate planning strategies, tax minimization, charitable giving and business succession

Tailored financing solutions. Innovative credit solutions, securities-backed lending, pre-IPO lending and mortgages as well as customized financing solutions for real estate, private aircraft, art and other endeavors.

Strategic philanthropy. A dedicated team of philanthropy experts to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

UBS Global Family Office. A centralized platform that harnesses the full scope of the firm’s institutional and wealth management resources to serve the needs of successful families worldwide.

Global research and thought leadership. An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends.

Own your worth - Women, wealth and the path to financial independence

Jay Maltby and Matt Ludington are
Family Office Consultants

An exclusive UBS division of select Advisor teams dedicated to serving the complex needs of our firm‘s most successful clients

3 Stoddard, Brooke C. “Preventing Affluenza: How Families Can Preserve Wealth Across Generations,” RBC WealthVoice. Forbes, December 14, 2015.

 

Our team

The boutique experience your deserve

Our team consists of three Private Wealth Managers and a full service staff who work collaboratively to understand you, the success you’ve created, and your vision for the future. Whether you’re restructuring your overall portfolio for a volatile economy, exiting your business, or looking to transition your family’s wealth comfortably and tax efficiently to your children, we’ll “quarterback” with your other professional advisors to deliver a well-aligned solution.

With the dedication of a boutique family office and access to the resources of a true global leader in sophisticated wealth management, our goal is to provide you with a trusted and consistent source of financial advice and collaboration, today and tomorrow.

Jay Maltby and Matt Ludington are
Family Office Consultants

One relationship accessing all of UBS to help you achieve what matters most.

Family Office Consultants

Our focus on exceptional families

Jay Maltby and Matthew Ludington are among a select group of Private Wealth Advisors who have earned the Family Office Consultant* UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families.

Advice across generations. For generations.
Through our collaboration with the Family Office Solutions Group and their accomplished team of more than 20 subject matter experts, we access the best of UBS insight and expertise to help clients grow their wealth, and explore unique opportunities available to ultra-high net worth individuals. By coordinating with professionals who are dedicated to working with exceptional families, we believe there’s no better platform for us to curate advice specifically for your circumstances. We can address virtually every aspect of your financial life with extensive resources, including:

  • Strategic research and cross-discipline collaboration
  • Customized solutions for your business ventures, investments, philanthropic and legacy needs
  • A diverse network of peers, from entrepreneurs to innovators to industry leaders

The Global Family Office Report 2020

Jay Maltby and Matt Ludington are
Family Office Consultants

* Family Office Consultant (FOC) is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them with the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with ultra-high net worth clients.

4 The Global Family Office Report, 2020

Industry Recognitions and Business Designations

Betsy Nelson

  • Forbes America's Top Women Wealth Advisors 2020, 2018, 2017
  • Forbes Best-In-State Wealth Advisors Illinois, 2020, 2019, 2018
  • Working Mother Magazine Top Wealth Adviser Moms, 2018, 2017

Read more about Betsy

Jay Maltby

  • Forbes Best-In-State Wealth Advisors Illinois, 2020, 2019, 2018
  • Barron's Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017, 2016, 2015, 2014
  • Barron's Top 1,000 Financial Advisors, 2013, 2012, 2011, 2010, 2009
  • Financial Times 400 Top Financial Advisors, 2019, 2018, 2017

Read more about Jay

Matt Ludington

  • Certified Financial Planner™ (CFP®)
  • Endowments and Foundations Consultant

Read more about Matt

Our perspectives

Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts