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’ve earned.

The Maltby Ludington Nelson Group


phone

312-525-7620



phone

855-214-5710



address

UBS Tower
One North Wacker Drive
Suite 3700
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.


The world's largest wealth manager1

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.

Family and Philanthropy Advisory services. Specialists focused on comprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

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 - How women can take control of their wealth


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

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.


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


Industry Recognitions and Business Designations

Betsy Nelson

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

Read more about Betsy

Jay Maltby

  • Forbes Best-In-State Wealth Advisors state, 2019, 2018
  • Barron's Top 1,200 Financial Advisors, 2019, 2018, 2017, 2016, 2015, 2014
  • Financial Times Top 400 Financial Advisers, 2019, 2018, 2017
  • Barron's Top 1,000 Financial Advisors, 2013, 2012

Read more about Jay

Matt Ludington

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

Read more about Matt



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts