Simon M. T.

About Simon M. T.

I am an International Private Wealth Advisor with more than two decades of experience guiding global families and entrepreneurs through the complexities of cross border wealth management. Born in Brazil to a British father and German mother—and educated at an American school in São Paulo—I grew up immersed in multiple cultures. This global foundation continues to shape the international perspective I bring to every client relationship.I have focused on helping internationally minded clients build disciplined, long term investment strategies. Early in my work with international investors, I observed how limited familiarity with foreign markets and behavioral biases often hindered long term wealth compounding. These experiences defined my advisory approach: combining analytics, discipline, and emotional intelligence to help clients navigate volatility, stay invested, and achieve multigenerational are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President

   UBS

   Jan 2020 — Present

Education

• The Wharton School

  SII Program

  2010 — 2012