The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes

Rhea-AI Summary

UBS Private Wealth Management's The Matthews Group has earned prestigious spots in Barron's 2024 Top 250 Private Wealth Management Teams and Forbes 2024 Best-in-State Wealth Management Teams. Additionally, the team was recognized in the Forbes 2023 America’s Top Wealth Management Teams - Private Wealth list. The Matthews Group, led by Michael Matthews and a 19-member team, manages over $2.3 billion in client investable assets, providing tailored financial advice to ultra-high net worth clients. Their expertise, combined with UBS’s extensive resources, aims to enhance clients' financial well-being. Rankings are based on factors such as team size, regulatory records, credentials, and available resources.

Positive

• The Matthews Group at UBS ranked in Barron's 2024 Top 250 Private Wealth Management Teams.
• The team also made Forbes 2024 Best-in-State Wealth Management Teams list.
• Recognized in Forbes 2023 America’s Top Wealth Management Teams - Private Wealth list.
• Manages over $2.3 billion in client investable assets.
• Provides highly customized financial advice to ultra-high net worth individuals.

Negative

• None.

BELLEVUE, Wash.--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that financial advisor team The Matthews Group has been named to the Barron’s 2024 Top 250 Private Wealth Management Teams list and the Forbes 2024 Best-in-State Wealth Management Teams list. The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.

“This recognition highlights The Matthews Group’s dedication to leverage their experience and expertise alongside the broad capabilities at UBS Private Wealth Management to make a lasting difference in their clients’ lives,” said Todd Lociero, San Francisco Market Executive at UBS.

The 19-member team, led by Michael Matthews, Tyler Matthews, Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy Ho, Shawn Meeks, Renee Hawkes and Mike Bockner, have been entrusted with over $2.3 billion in client investable assets. Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families. The team is known for taking a detailed and highly customized approach to managing client portfolios, leveraging the resources of UBS's global footprint to help them thrive financially so they can make their unique mark on the world.

Teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

To see the full Barron’s 2024 Top 250 Private Wealth Management Teams ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth

To see the full Forbes/SHOOK 2024 Best-In-State Wealth Management Teams list, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

To see the full Forbes/SHOOK 2023 Top Wealth Management Teams - Private Wealth list, visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/

Notes to Editors

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. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. 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).

https://www.ubs.com

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240627868966/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

What recognition did The Matthews Group at UBS receive in 2024?

The Matthews Group at UBS was named to Barron's 2024 Top 250 Private Wealth Management Teams and Forbes 2024 Best-in-State Wealth Management Teams lists.

What is the total client investable assets managed by The Matthews Group at UBS?

The Matthews Group at UBS manages over $2.3 billion in client investable assets.

Who leads The Matthews Group at UBS?

The Matthews Group is led by Michael Matthews, Tyler Matthews, Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy Ho, Shawn Meeks, Renee Hawkes, and Mike Bockner.

How does The Matthews Group at UBS serve their clients?

The Matthews Group provides a multi-disciplinary and highly customized approach to financial advice, focusing on ultra-high net worth individuals, business owners, entrepreneurs, and multi-generational families.

What criteria are used for ranking wealth management teams like The Matthews Group at UBS?

Teams are ranked based on factors such as size, regulatory records, credentials, and the resources they use to serve their clients.