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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 (NYSE:UBS) has announced the appointment of Belin Robertson as Financial Advisor in their Irvine office, part of the Pacific Desert Market. Robertson brings over 25 years of industry experience, specializing in complex trust matters and sophisticated planning around liquidity events.
Prior to joining UBS, Robertson worked at Wilmington Trust for three years and has previous experience at Merrill Lynch and Neuberger Berman. He holds an MBA from USC Marshall School of Business and a BA in History from Lehigh University, along with Series 7, 63, and 65 securities licenses and a California life insurance license.
UBS (NYSE:UBS) has appointed Joseph (Joe) Lombardo as Market Director for its Florham Park, New Jersey office, while maintaining his leadership of the Short Hills and Westfield offices. The appointment is effective immediately.
Lombardo brings over 30 years of wealth management experience, including more than two decades in leadership roles at UBS. He previously served as UBS Head of Leadership and Future Talent Development, where he focused on developing firm leaders nationwide. The appointment aims to strengthen UBS's presence in key New Jersey markets under the Greater New York Metro Market division, which encompasses 18 offices across Long Island, Westchester, Connecticut, and New Jersey.
UBS Wealth Management US announced that 15 financial advisors from Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. The recognized advisors include nine from Phoenix, five from Scottsdale, and one from Tucson. Notably, Steven Schultz from Schultz Group in Phoenix was also named to Forbes America's Top 250 Wealth Advisors list, ranking as the #1 advisor in Arizona. The collective group of advisors recognized in Forbes' 2025 America's Top 250 and Best-In-State Wealth Advisors oversee $16.7 trillion in assets.
UBS Wealth Management US announced that 45 financial advisors from Southern California and Hawaii have been named to the Forbes Best-In-State Wealth Advisors list for 2025. The recognized advisors include 24 from Orange County offices, 17 from San Diego County, one from Riverside, and three from Honolulu. Notably, Newport Beach-based advisor Mark Binder was also recognized among the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list.
The honored advisors are part of a prestigious group that collectively oversees $16.7 trillion in assets. The rankings were compiled by SHOOK Research using both quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates.
[ "Recognition of 45 UBS advisors demonstrates strong wealth management capabilities in the Southern California and Hawaii regions", "Mark Binder's inclusion in the national top 250 advisors list highlights exceptional performance", "The recognized advisors are part of a group overseeing $16.7 trillion in assets" ]UBS Investment Bank has announced quarterly coupon payments for its ETRACS Alerian MLP Index ETN Series B (AMUB). The ETN will pay a coupon amount of $0.3085 with a current annualized yield of 6.31%. The key dates for this distribution are:
- Valuation Date: May 15, 2025
- Ex-Date: May 29, 2025
- Record Date: May 29, 2025
- Payment Date: June 6, 2025
The bank notes that the current yield is not indicative of future coupon payments, and investors are not guaranteed any coupon or distribution amount under the ETN.