Financial Advisor Team Joins UBS Private Wealth Management in Miami
UBS Private Wealth Management announced that the AMD Wealth Partners team has joined their Miami office. The team, led by Financial Advisors Ary Velasco, Michael von Borsig, and David Cardenas, previously managed over $1.4 billion in client assets. The team brings nearly 80 years of combined experience in providing wealth management services to ultra-high-net-worth clients. Velasco brings four decades of experience, von Borsig has two decades of expertise with CFA and CAIA designations, and Cardenas contributes nearly a decade of experience in serving high-net-worth clients.
UBS Private Wealth Management ha annunciato che il team di AMD Wealth Partners si è unito al loro ufficio di Miami. Il team, guidato dai Consulenti Finanziari Ary Velasco, Michael von Borsig e David Cardenas, gestiva precedentemente oltre $1,4 miliardi in beni dei clienti. Il team porta con sé quasi 80 anni di esperienza combinata nella fornitura di servizi di gestione patrimoniale a clienti ultra-ricchi. Velasco vanta quattro decenni di esperienza, von Borsig ha due decenni di competenza con le designazioni CFA e CAIA, e Cardenas contribuisce con quasi un decennio di esperienza nel servire clienti ad alto patrimonio netto.
UBS Private Wealth Management anunció que el equipo de AMD Wealth Partners se ha unido a su oficina de Miami. El equipo, liderado por los Asesores Financieros Ary Velasco, Michael von Borsig y David Cardenas, gestionaba anteriormente más de $1.4 mil millones en activos de clientes. El equipo aporta casi 80 años de experiencia combinada en la prestación de servicios de gestión de patrimonio a clientes de ultra alto patrimonio. Velasco trae cuatro décadas de experiencia, von Borsig cuenta con dos décadas de experiencia con las designaciones CFA y CAIA, y Cardenas aporta casi una década de experiencia en el servicio a clientes de alto patrimonio.
UBS 프라이빗 웰스 매니지먼트가 AMD 웰스 파트너스 팀이 마이애미 사무소에 합류했다고 발표했습니다. 이 팀은 재무 상담사 Ary Velasco, Michael von Borsig 및 David Cardenas가 이끌며, 이전에 고객 자산으로 $14억 이상을 관리했습니다. 이 팀은 초고액 자산 고객을 위한 자산 관리 서비스 제공에 있어 거의 80년의 총합 경험을 지니고 있습니다. Velasco는 40년의 경험을 가지고 있으며, von Borsig는 CFA 및 CAIA 자격증을 가진 20년의 전문성을 지니고 있고, Cardenas는 고액 자산 고객을 서비스하는 데 있어 거의 10년의 경험을 더합니다.
UBS Private Wealth Management a annoncé que l'équipe de AMD Wealth Partners a rejoint son bureau de Miami. L'équipe, dirigée par les conseillers financiers Ary Velasco, Michael von Borsig et David Cardenas, gérait auparavant plus de 1,4 milliard de dollars d'actifs de clients. Cette équipe apporte près de 80 ans d'expérience combinée dans la fourniture de services de gestion de patrimoine à des clients ultra-fortunés. Velasco apporte quatre décennies d'expérience, von Borsig possède deux décennies d'expertise avec les désignations CFA et CAIA, et Cardenas contribue avec presque une décennie d'expérience dans le service à des clients à haut patrimoine.
UBS Private Wealth Management hat angekündigt, dass das Team von AMD Wealth Partners dem Büro in Miami beigetreten ist. Das Team, geleitet von den Finanzberatern Ary Velasco, Michael von Borsig und David Cardenas, verwaltete zuvor über 1,4 Milliarden Dollar an Kund Vermögen. Das Team bringt fast 80 Jahre kombinierte Erfahrung in der Bereitstellung von Vermögensverwaltungsdiensten für ultra-hochvermögende Kunden mit. Velasco bringt vier Jahrzehnte Erfahrung ein, von Borsig hat zwei Jahrzehnte Expertise mit CFA- und CAIA-Zertifikaten, und Cardenas hat fast ein Jahrzehnt Erfahrung in der Betreuung von vermögenden Kunden.
- Team managing $1.4 billion in client assets joins UBS
- Addition of experienced team with 80 years combined expertise
- Expansion of UBS's presence in the strategic Miami market
- None.
Insights
The recruitment of AMD Wealth Partners, managing
The team's diverse expertise and international background, particularly in Latin American markets, strategically aligns with Miami's position as a key financial gateway. Their combined qualifications, including CFA and CAIA designations, suggest strong technical capabilities that could enhance UBS's service offering. This move reflects the ongoing competition among major wealth managers to attract top talent and expand their asset base in key growth markets.
Pictured: David Cardenas, Ary Velasco and Michael von Borsig (Photo: Business Wire)
“On behalf of the entire Florida Leadership team, I am thrilled to welcome Ary, Michael, and David to UBS,” said Brad Rosenberg, Greater Miami Market Director at UBS Private Wealth Management. “They bring a combined nearly 80 years of experience, with a shared commitment for delivering personalized best-in-class service and solutions for their clients. We are excited to officially welcome them all to UBS, and we look forward to helping them continue to grow their careers here.”
Ary Velasco joins UBS as a Financial Advisor with nearly four decades of experience providing bespoke financial advice to ultra-high-net-worth families, business owners and philanthropists in
Michael von Borsig joins UBS as a Financial Advisor with nearly two decades of experience working in the wealth management industry. Prior to UBS, he worked at Citi Private Bank, Barclays, Stifel, and with Union Bancaire Privée in
David Cardenas joins UBS as a Financial Advisor with nearly a decade of experience providing wealth management advice. Prior to joining UBS, he worked at Citi as a Private Banker in the high-net-worth division, providing investment, banking and lending services to successful business owners and real estate developers and investors. David received his undergraduate degree from Duke University where he majored in political science and received a Certificate in Latin American Studies. He obtained a Master’s Degree in International Administration from the University of
Notes to Editors
About UBS
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Christina Aquilina
Christina.aquilina@ubs.com
Source: UBS
FAQ
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