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UBS Group AG (UBS), a global leader in wealth management and investment banking, provides critical financial services across 50+ markets. This page aggregates official announcements, strategic initiatives, and market-moving developments directly from UBS and verified sources.
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UBS has announced that 11 financial advisors from its South Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The distinguished advisors represent various locations including Atlanta, Jackson, Little Rock, Memphis, Nashville, New Orleans, and Knoxville.
The South Wealth Management Market, led by Market Executive Greg Achten and operating under Regional Director Julie Fox in the Southeast Region, showcases advisors selected based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS has announced that nine financial advisors from its South Atlantic Wealth Management Market have been recognized in Barron's Top 1200 Financial Advisors list for 2025. Notable achievements include Greg Cash and Mitchell Wickham of Wickham Cash Partners securing the #1 and #2 positions respectively in North Carolina.
The recognized advisors are distributed across key locations: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith), and Richmond VA (Scott Garnett). The rankings were determined based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS has announced that three financial advisors from its Pacific Desert Market areas have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. The firm secured 12 of the 40 top spots nationwide.
The recognized advisors include:
- Stockton Schultz (Phoenix) - ranked 25th, age 36
- Bryan Thompson (San Diego) - ranked 28th, age 39
- Scott MacDonald (Scottsdale) - ranked 30th, age 39, specializing in ultra-high-net-worth clients
The 2025 Top 40 Brokers Under 40 collectively generated over $215 million in annual revenue, up from $207 million last year. The average broker on the list generated approximately $5.4 million annually, maintaining similar levels to the previous year.
UBS Group AG has announced its upcoming Annual General Meeting (AGM) scheduled for April 10, 2025 in Lucerne. Key highlights include board nominations of Renata Jungo Brüngger and Lila Tretikov, while Claudia Böckstiegel and Nathalie Rachou will not seek re-election after serving four and five years respectively.
The company has proposed an ordinary dividend of USD 0.90 (gross) in cash per share for the 2024 financial year. The AGM will be conducted in German and English, with live broadcasting available on ubs.com/agm. Shareholders can access detailed information about agenda items through the company's website.
UBS has released its audited 2024 Annual Report, highlighting the successful integration of Credit Suisse and its financial performance. The bank reported a net profit of USD 5,085 million, with diluted earnings per share of USD 1.52 and a CET1 capital ratio of 14.3%.
The report details the bank's strategy, business performance, governance, and compensation structure, emphasizing that senior management's variable compensation is largely deferred to align with stakeholder interests. Chairman Colm Kelleher expressed pride in the progress made in strengthening UBS's position as a global wealth manager and its role in Switzerland.
Additionally, UBS published its Sustainability Report, outlining its commitment to sustainable finance and the transition to a low-carbon economy. The bank has set revised targets for achieving net-zero greenhouse gas emissions in its operations by 2035 and detailed its approach to addressing financed emissions through sector-specific decarbonization pathways.
UBS has announced the appointment of Lin Reynolds as a Private Wealth Advisor in their Manhattan Market. Reynolds will be based at the firm's 1285 Avenue of the Americas Private Wealth Management office, reporting to Market Director Tom Conigatti under Market Executive Kellie Brady.
Reynolds joins UBS from J.P. Morgan Private Bank where she served as an Executive Director and Private Banker. With over nine years of experience in wealth management, she specializes in working with global family offices and wealthy individuals. At UBS, she will focus on advising ultra-high-net-worth and next gen clients on asset allocation, investment portfolio construction, customized lending, and wealth transfer strategies.
Her background includes completing JPM Chase's Leadership Development Program and holding positions in Macro Economic Research, Corporate Risk Management & Strategy, and Mortgage Banking Credit Risk. Reynolds holds a BA in Sociology and Economics from Lake Forest College and a Master's in Economics from American University. Originally from Chengdu, China, she is fluent in Mandarin.
UBS has announced that 10 financial advisors from its Florida Market have been recognized on the prestigious Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors operate across various Florida locations including Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach, and Ponte Vedra Beach.
The Florida Market, led by Market Executive Lane Strumlauf under the Southeast Region directed by Julie Fox, saw the following advisors make the list: Worth Boyce and Nick Sadowsky (Hallandale Beach), Michael Bober and Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens and Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach), and Christopher Aitken (Ponte Vedra Beach).
The selection criteria for the Barron's list includes factors such as revenue production, assets under management, practice quality, and regulatory record.
UBS Wealth Management USA announced that The Rosegarten/Rubin Financial Group, based in the 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team, founded by David Rosegarten and Miles Rubin over thirty years ago, manages relationships with prominent executives, business owners, corporations, and foundations.
The team specializes in total portfolio planning, focusing on long-term asset growth, fixed income strategy, retirement planning, asset allocation, and risk management. They have consistently received recognition, appearing on the Forbes Best-in-State Wealth Management Teams list for three consecutive years (2023-2025). Both founders have also been recognized individually on the Forbes Best-in-State Wealth Advisors list for four consecutive years.
UBS has announced that 13 financial advisors from its South Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are spread across multiple locations including Atlanta, Chattanooga, Lafayette, Memphis, Nashville, New Orleans, and North Atlanta.
The South Wealth Management Market, led by Market Executive Greg Achten and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in wealth management services across the southern United States.
This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.
UBS has announced that five financial advisors from its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are Mary Stiles-Hendler (Bethesda, MD), Candace Cline and Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA), and Andrea Murphy Doolan (Wilmington, NC).
This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.
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