Welcome to our dedicated page for UBS Group news (Ticker: UBS), a resource for investors and traders seeking the latest updates and insights on UBS Group stock.
UBS Group AG (symbol: UBS) is a multinational investment bank and financial services company based in Switzerland, with co-headquarters in Zürich and Basel. As the largest Swiss banking institution and the world's largest private bank, UBS maintains a robust presence in major financial centers globally.
The company excels in global wealth management, focusing on high and ultra-high-net-worth individuals. Its Swiss operations include traditional retail and commercial banking. UBS also leverages its investment bank and asset management arms to support its wealth management services, providing comprehensive solutions to third-party clients.
UBS's recent achievements include substantial investments in innovative technology ventures. Notably, UBS Next, the group's venture and innovation unit, recently invested in Synthesized Ltd, a data generation and provisioning platform. This partnership aims to enhance data management and security using advanced machine learning and automation technologies.
UBS's diversified offerings and strategic partnerships ensure cutting-edge services, catering to a broad clientele ranging from private individuals to large corporate entities. As of the fourth quarter of 2023, UBS manages an impressive USD 5.7 trillion in invested assets, further solidifying its status as a global financial powerhouse.
UBS shares are publicly traded on the SIX Swiss Exchange and the New York Stock Exchange (NYSE), reflecting the company's significant role in the international financial market.
UBS Wealth Management USA proudly announces that three of its Financial Advisors in the Greater New England Market have been recognized in the Barron’s 2021 Top 1,200 Financial Advisors list. The honored advisors, Tim Connolly, Tom Gower, and Tim O’Brien, exemplify dedication and success in serving their clients. With an impressive average industry tenure of 30 years, these advisors manage approximately $3 billion in client assets while maintaining a 98.4% client retention rate. Their achievement highlights UBS's commitment to excellence in wealth management.
UBS Wealth Management USA recently announced the addition of Fred Gatti as a Financial Advisor and Senior Vice President at their 1285 Avenue of the Americas branch in New York City. Gatti will focus on Ultra High Net Worth clients, emphasizing wealth growth, preservation, and transfer to future generations. With over eight years of experience managing $600 million in assets at HSBC Private Bank, Gatti is also a Certified Financial Planner. His extensive background and expertise are expected to enhance UBS's client offerings.
UBS Wealth Management USA has welcomed Jin Hu as a Financial Advisor at its 1285 Avenue of the Americas branch in New York City. With over 20 years of experience, including a Senior Financial Advisor role at Merrill Lynch, Jin specializes in holistic wealth management for high-net-worth clients. She holds multiple professional designations including CPA and CFP, and is excited to leverage UBS's innovative platform to enhance client service.
UBS Private Wealth Management has announced that seven of its Private Wealth Advisors in the Northeast have been named to Barron’s Top 1,200 Financial Advisors list for 2021. Julie Fox, Northeast Market Head, praised their dedication to serving clients. These advisors typically manage about $3 billion in client assets, serve approximately 750 households, and maintain an impressive average client-retention rate of 98.4%. This recognition underscores UBS’s commitment to excellence in wealth management.
UBS Private Wealth Management announced the addition of the "Executive Wealth Partners" team in Kenwood, Ohio, led by Financial Advisors Casey Marsh and Austin Poston. This team is responsible for managing over $750 million in client assets and specializes in serving corporate executives and ultra-high net worth families. The team includes Michelle Thomas as Team Administrator and Ashley Monk as Client Service Associate, enhancing UBS's capabilities in addressing complex wealth management needs.
UBS Wealth Management USA announced that Financial Advisors Gerry Bandini and David Chodosch have been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. With a combined 56 years in the financial industry, they have focused on developing financial plans for high-net-worth families. The list includes over 5,000 advisors managing more than $6 trillion in client assets, with selections based on qualitative and quantitative measures. UBS continues to emphasize its wealth management capabilities globally.
UBS Wealth Management USA has welcomed the Dawson Wealth Management Group to its San Diego branch. Led by Edward Dawson, the team includes experienced advisors and associates dedicated to developing tailored financial strategies. Edward Dawson, with over 30 years in the financial sector, aims to support high-net-worth clients. New team members include Kyle Dawson, Adrianne Hoy, Patty Bribiesca, and Katherine Tawoda, each bringing a wealth of expertise to UBS. This addition highlights UBS's commitment to enhancing client services and financial planning.
UBS Wealth Management USA announced that David Schachter, a Financial Advisor in West Los Angeles, has been recognized in the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. David leads the Endurance Artist Management team, focusing on financial guidance for clients in the entertainment industry. His dedication to tax-efficient investing and wealth transfer has been instrumental to his clients' success. The Forbes list includes over 5,000 advisors managing more than $6 trillion in assets, selected via rigorous quantitative and qualitative measures.
UBS Private Wealth Management has recognized John C. Castronuovo and Robert E. DeForest as members of the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021, marking their third consecutive year on the list. The selection process included over 5,000 advisors managing more than $6 trillion in assets and was based on various qualitative and quantitative metrics. Both advisors are noted for their significant client impacts and are members of UBS's elite President’s Council.
UBS Private Wealth Management announced that Christopher Black, a Private Wealth Advisor in Houston, has been included in Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. His expertise spans portfolio management, estate planning, and family advisory. Thomas Stacy, Texas Market Head at UBS, expressed pride in Black's achievement, reflecting his commitment to clients. This year’s list includes over 5,000 advisors managing more than $6 trillion in assets, with selections based on a blend of qualitative and quantitative metrics, including interviews and compliance records.
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