08/11/2025 – 11:33 AM
NAPA, Calif. – UBS Global Wealth Management US is planting deeper roots in California’s wine country, opening a new flagship office in downtown Napa. The move, announced Monday, underscores UBS’s commitment to the region and its affluent clientele within the burgeoning Napa Valley economy.
The new 4,000-square-foot office space, situated on the top floor of the Napa Square building at 1455 First Street, signals a significant upgrade for the firm’s local presence. Expect panoramic views and state-of-the-art facilities designed to cater to high net worth individuals and cultivate deeper relationships.
Speaking on the expansion, Emily DeLaReguera, Market Executive at UBS, stated, “This move is a testament to our unwavering commitment to our clients and our deep love for the Napa community. Our new downtown Napa office is designed to enhance our capabilities and to ensure that we continue to exceed our clients’ expectations. By embracing the unique spirit and charm of Napa, we aim to provide exceptional service and support, making our clients’ success our top priority.” Essentially, for UBS, it’s all about being where the client is – and adding a touch of Napa Valley elegance to the wealth management experience.
The Napa Square building itself boasts LEED certification, high ceilings, in-building parking and professional onsite management, catering to discerning tenants. Nearby garage and street parking ensure accessibility for clients and advisors.
Irene Stanley, Market Director at UBS echoed DeLaReguera’s enthusiasm, stating, “Our new Napa office marks an exciting milestone for UBS and our clients in Napa Valley. We’re thrilled to bring our talent and comprehensive wealth services to the center of the community in a new, modernized, and elevated space that reflects the caliber of service our clients and advisors expect from UBS.” The bank aims to integrate itself more deeply into the Napa financial ecosystem.
With over 30 years of history in the Napa area, UBS is signaling a long-term play in the market. The strategically located office will make face-to-face meetings more convenient, supporting a more hands-on, bespoke advisory approach with a focus on collaboration. UBS is banking on creating a space that goes beyond just meetings; they’re focusing on fostering a stronger community connection through engaging client consultations and events.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages $6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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Source: UBS
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