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UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes
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UBS Private Wealth Management's Montage Financial Group has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation. The team has also been recognized on the 2023 Barron’s Top 100 Private Wealth Teams list and the 2023 Forbes Best-in-State Wealth Management Teams list. Montage Financial Group at UBS has guided generations of sophisticated families, senior executives, and entrepreneurs through complex wealth challenges. The Forbes/Shook Top Wealth Management Teams Private Wealth list includes 100 teams with cumulative assets of more than $1 trillion, focusing on accounts with $10 million or higher.
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DENVER--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that Montage Financial Group, an advisor team based in the firm’s Denver, Las Vegas and Lincoln offices, has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation.
“I am incredibly proud to see this team recognized again as one of the top private wealth teams in the country,” said Michael Gatewood, Market Executive, Chicago Wealth Management and Midwest Private Wealth Management at UBS. “Their collective commitment to providing clients with best-in-class service and advice, as well as their deep knowledge and expertise, make them leaders in the industry.”
Montage Financial Group at UBS has guided generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. Together, they are passionate financial advocates who believe education and collaboration are key to building trusted, long-lasting relationships with clients. Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.
The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list has 100 teams with cumulative assets of more than $1 trillion. Teams in the private wealth category are those that primarily focus on accounts with $10 million or higher, though minimums for related household accounts can and often are lower. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
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 5.5 trillion dollars of invested assets as per second 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
What is the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023?
The Forbes America’s Top Wealth Management Teams Private Wealth list for 2023 ranks the top private wealth teams in the country, with Montage Financial Group from UBS Private Wealth Management ranking #37 in the nation.
What other lists has Montage Financial Group at UBS been recognized on?
Montage Financial Group at UBS has also been named to the 2023 Barron’s Top 100 Private Wealth Teams list and the 2023 Forbes Best-in-State Wealth Management Teams list.
What type of clients does Montage Financial Group at UBS primarily focus on?
Montage Financial Group at UBS primarily focuses on guiding sophisticated families, senior executives, and entrepreneurs through complex wealth challenges.
What are the criteria for teams to be included in the Forbes/Shook Top Wealth Management Teams Private Wealth list?
Teams in the private wealth category primarily focus on accounts with $10 million or higher, though minimums for related household accounts can and often are lower. The list was compiled by SHOOK Research, using quantitative and qualitative data, including interviews, to rank teams.
