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UBS Advisor Team Hollenbaugh, Rukeyser, Safro & Williams Named to the Forbes America’s Top Wealth Management Teams Private Wealth List
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UBS Private Wealth Management's team, Hollenbaugh, Rukeyser, Safro & Williams, has been named the fourth-best in the Private Wealth category by Forbes for 2022. This 17-member team manages over $6 billion in assets for ultra-high net worth clients. They focus on delivering tailored investment solutions and preserving wealth across generations. The inaugural list includes teams with cumulative assets totaling $902 billion, assessed by quantitative and qualitative data from SHOOK Research.
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Ranked #4 in Forbes America’s Top Wealth Management Teams for 2022.
Manages over $6 billion in investable assets.
Team provides customized investment solutions for ultra-high net worth clients.
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NEW YORK--(BUSINESS WIRE)--
UBS Private Wealth Management announced this week that its Hollenbaugh, Rukeyser, Safro & Williams team was named to the Forbes America’s Top Wealth Management Teams list for 2022, ranking #4 in the Private Wealth category.
“These advisors exemplify the highest standards of integrity and professionalism, and we are extremely proud to see them recognized as one of the top teams in the nation,” said John Mathews, Head of UBS Private Wealth Management. “Together, they leverage the full spectrum of UBS’s capabilities to provide their clients with the highest level of financial advice and personalized services.”
The 17-member team, led by partners David Hollenbaugh, Peter Rukeyser, Wayne Safro and Alexander Williams, has offices in New York, Palm Beach and Boston. Together, they manage over $6 billion in investable assets for ultra-high net worth individuals, foundations and endowments. The team helps create customized investment solutions tailored to each client’s unique financial needs and goals. As UBS Family Office Consultants, they also provide clients with multidimensional strategies shaped by a deep understanding of preserving and growing wealth over generations.
The inaugural Forbes Top Wealth Management Teams Private Wealth list includes 100 teams with cumulative assets of $902 billion. The list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
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, 29% in Switzerland, 20% 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).
