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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) announced changes to its Group Executive Board effective 1 January 2026. Markus Ronner will be nominated as Vice Chairman at the Annual General Meeting in April 2026. Michelle Bereaux moves from Group Chief Integration Officer to Group Head Compliance and Operational Risk Control, relinquishing her integration duties. Beatriz Martin will become Group Chief Operating Officer while retaining President EMEA and Head of Non-Core and Legacy roles. Mike Dargan remains Group Chief Technology Officer with expanded focus on AI and digital assets. Governmental and Regulatory Affairs transfers to CFO Todd Tuckner; Group Security moves to HR led by Stefan Seiler.
UBS (NYSE:UBS) announced board changes on October 24, 2025: Lukas Gähwiler will retire and will not stand for re-election at the April 2026 AGM, ending a 45-year career in financial services. Gähwiler served on the Group Executive Board (2010–2016), as President and chairman roles in Switzerland, and as final chairman of Credit Suisse during its integration into UBS.
Markus Ronner is proposed as new Board member and Vice Chairman at the AGM 2026. Ronner has been at UBS since 1981, joined the Group Executive Board in 2018 as Group Chief Compliance and Governance Officer, and chaired UBS Switzerland AG from 2022–2023.
UBS (NYSE:UBS) announced the rehiring of Financial Advisor Michael Shain in Greenville, South Carolina, effective October 20, 2025. Shain returns to UBS after a 33-year career at the firm and a retirement in February 2024, and joins The Gallivan Group within UBS Private Wealth Management in the South Atlantic Market.
He reports to Market Director Katherine Schuba and will work under Market Executive Jake Shine and the Southeast Region leadership. Shain advises high net worth individuals, families, business owners and executives and holds a bachelor’s degree from the University of Tennessee, Knoxville.
UBS (UBS) announced the opening of a new Ann Arbor, Michigan office and the addition of a five-person advisor team, the Mueting Lyczak Group, who joined from Merrill Lynch. The multigenerational team includes Financial Advisors Mark Mueting, Dan Lyczak, Dan Fisher and associates Jennifer Kempf and Grant Hulett.
The office at 315 E. Eisenhower Parkway, Suite 11, Ann Arbor, MI 48108 will be managed by Market Director Joe Molloy and is part of UBS Great Lakes Wealth Management under Market Executive Geoffrey Centner.
UBS announced the hiring of Financial Advisor Robert (Bob) Lauer in Franklin, Tennessee, effective October 16, 2025. Lauer and his team join UBS South Market and will report to Market Director Ryan McCann within the firm’s Southeast Region led by Julie Fox.
Bob brings more than two decades of financial services experience, including over 19 years at Merrill Lynch Wealth Management in Franklin and Chicago. He advises high‑net‑worth business owners and families on comprehensive financial planning, cash flow management and investment matters, and is a Certified Financial Planner (CFP) with a bachelor’s from Western Illinois University. Client Service Associate Heather Pollina is also joining the team.
UBS (NYSE:UBS) announced that Wise River Advisors, a Los Angeles–based advisor team, was named to Barron’s Top 250 Private Wealth Management Teams for 2025, ranking #41. The team serves ultra-affluent individuals, families, partnerships, endowments, and foundations across Los Angeles, Orange County and San Diego and has operated for more than 20 years. Team leads Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown hold the Family Office Consultant designation at UBS. The Barron’s ranking considers team size, credentials, regulatory records and resources. Photos available on request.
UBS (UBS) presents Icons of Time, a public horology exhibition curated by Ben Clymer of Hodinkee, running October 9–10, 2025 in New York City. The show displays twelve landmark timepieces representing nearly 100 years of watchmaking from A. Lange & Söhne, Audemars Piguet, Cartier, Casio, F.P. Journe, IWC, Jaeger-LeCoultre, Omega, Patek Philippe, Rolex, TAG Heuer, and Vacheron Constantin.
The multiday experience includes on-site demonstrations (including a Jaeger-LeCoultre Reverso component display and Maison Alcée clock assembly), live Hodinkee Radio recordings, and free public registration at ubs.com/HoC. The exhibition follows UBS House of Craft’s prior Couture collaboration and emphasizes UBS’s focus on craft, cultural exchange, and client access to expert insights.
UBS Global Wealth Management's The Schultz Group, based in Phoenix, has been named to Barron's Top 250 Private Wealth Management Teams for 2025. The team, managing $2.7 billion in assets, consists of Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low.
Led by Steven Schultz, who has been a financial advisor since 1981, the team has maintained 42 consecutive years in business. The group has received multiple recognitions, including rankings on Forbes Best-in-State Wealth Management Teams, where they ranked #1 in Arizona for 2023 and 2025. The team includes ten additional professionals providing comprehensive wealth management services.
UBS (NYSE:UBS) announced that Daniel P. Green, Financial Advisor in the firm's Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025, ranking #2 in Tennessee.
Green, who has been with UBS since 2013, leads The Green Group, specializing in serving families of entrepreneurs, executives, and business leaders. This marks his sixth consecutive year on the Next-Gen Advisors Best-in-State list, and he has also been recognized on the Forbes Best-in-State Wealth Advisors list from 2021-2025.
The Forbes ranking focuses on emerging professionals born in 1986 or later, based on qualitative and quantitative measures including interviews, compliance records, and revenue generation.
UBS (NYSE:UBS) announced that six financial advisors from its Southeast Wealth Management Region have been recognized on the 2025 Forbes America's Top Next-Gen Wealth Advisors list. The recognized advisors include Worth Boyce, James Mahoney, Nick Francia (who ranked #1 in DC), Kayvon Sarmadi, W. Austin Dodd, and Daniel Emerson.
The prestigious Forbes/SHOOK list features 100 professionals managing approximately $256 billion in assets. Qualifying advisors must have at least four years of experience and be born in 1986 or later. The selection process involves both qualitative and quantitative criteria, including interviews, compliance records, and revenue assessment.