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Private Wealth Advisor Carolin Botzenhardt Joins UBS in San Diego Area
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UBS Private Wealth Management has announced the addition of Carolin Botzenhardt as a Private Wealth Advisor at its La Jolla branch office. With over 20 years of experience, she specializes in investment management and estate planning, serving high-net-worth clients with assets exceeding $100 million. Justin Frame, Managing Director, highlighted her dedication to client goals. John Mathews, Head of UBS Private Wealth Management, emphasized the firm's aim to deepen client relationships in Southern California.
Positive
Carolin Botzenhardt brings over 20 years of experience in wealth management.
Her expertise includes investment management and estate planning, enhancing service for high-net-worth clients.
The addition of Botzenhardt is part of UBS's strategy to strengthen client relationships in Southern California.
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SAN DIEGO--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that Carolin Botzenhardt has joined the firm as a Private Wealth Advisor in the La Jolla branch office. Carolin moved to UBS to leverage the firm’s extensive global resources, robust global family office services and sophisticated investment banking capabilities in order to address the complex wealth needs of the families she serves.
“Carolin is an outstanding financial advisor who is dedicated to helping her clients achieve their goals and create a better world for the next generation,” said Justin Frame, Managing Director and Market Head for Southern California UBS. “We are very pleased to welcome Carolin to UBS and are laser-focused on being the firm of choice for the top financial advisors in our market.”
Carolin has more than 20 years of experience managing the complex wealth needs of high-net-worth individuals, family office and institutional clientswith over $100 million in liquid assets. Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
“Our high net worth and ultra-high net worth clients expect the highest levels of personalized guidance and service from across the organization,” said John Mathews, Head of UBS Private Wealth Management. “Carolin’s expertise in marshaling the firm’s resources for the benefit of our clients will enable us to deepen and grow key relationships in the Southern California region.”
Carolin is a Summa Cum Laude graduate of the University of California San Diego where she earned her Bachelor’s degree in Communications and a Master’s degree in International Affairs and Finance.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Carolin Botzenhardt is a Private Wealth Advisor who has over 20 years of experience managing the wealth needs of high-net-worth clients.
What are the specialties of Carolin Botzenhardt?
Her specialties include investment management, trust and estate planning, and lending solutions.
When did Carolin Botzenhardt join UBS?
Carolin Botzenhardt joined UBS Private Wealth Management recently; the specific date was not mentioned in the announcement.
What is UBS's focus in Southern California?
UBS aims to enhance and deepen client relationships, particularly among high-net-worth and ultra-high-net-worth individuals in Southern California.
What is the significance of Carolin Botzenhardt's appointment for UBS?
Her appointment is significant as it aligns with UBS's strategy to attract top financial advisors and strengthen its presence in the wealth management sector.
