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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.
Investors and professionals gain streamlined access to earnings reports, merger activity, leadership updates, and regulatory filings. All content is curated to meet strict accuracy standards, ensuring reliable tracking of UBS's performance in private banking, asset management, and corporate advisory sectors.
Expect comprehensive coverage of quarterly results, sustainability initiatives, cross-border expansions, and risk management strategies. Updates reflect UBS's role in shaping global finance while addressing evolving regulatory landscapes in key markets like Switzerland, the Americas, and Asia-Pacific.
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UBS Group AG (NYSE: UBS) and General Atlantic have announced a strategic partnership focused on private credit opportunities. The collaboration combines UBS's advisory and investment banking origination capabilities with General Atlantic's global network and expertise in private credit investing.
The partnership will enhance access to direct lending and credit products, with GA Credit leading investment activities while leveraging UBS's origination capabilities. A dedicated private credit team will be formed by integrating professionals from GA Credit and UBS Asset Management's Credit Investments Group (CIG). The focus will be on providing senior secured direct lending financing to companies in North America and Western Europe.
This strategic move strengthens UBS's Investment Bank private markets capabilities, particularly in the Americas, while advancing the GA Credit platform through enhanced deal flow and customized solutions across the capital structure.
UBS announced that two of its Private Wealth Advisors, Craig Chiate and Mark Binder from the Los Angeles office, have been recognized on the Forbes Best-In-State Wealth Advisors list for 2025. Craig Chiate ranked #3 in the Los Angeles Private Wealth category, while Mark Binder secured the #2 position in Southern California Private Wealth.
The prestigious ranking, now in its seventh year, is compiled by SHOOK Research using a methodology that combines quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates. The list recognizes top advisors who have shown exceptional performance and client guidance during market uncertainty.
UBS reports strong Q1 2025 performance with net profit of USD 1.7 billion and invested assets reaching 6.2 trillion. The bank demonstrated solid franchise strength with Global Wealth Management securing USD 32 billion in net new assets and Asset Management adding USD 7 billion in net new money.
Key highlights include a profit before tax of USD 2.1 billion, CET1 capital ratio of 14.3%, and successful integration progress with USD 8.4 billion in cumulative cost reductions. The bank completed USD 0.5 billion in share buybacks and reserved USD 2.5 billion for planned repurchases in 2025.
UBS maintains a strong balance sheet with 93% of lending positions collateralized and 57% comprising mortgages. The bank continues investing in technology, having deployed 50,000 Microsoft Copilot licenses and reaching ~75% cloud adoption. Despite market uncertainties, UBS remains focused on client service, integration execution, and maintaining its position as an economic growth engine.
UBS Wealth Management US has strengthened its Walnut Creek office with the addition of veteran Financial Advisor Shahan Avakian and Client Service Associate Jennifer Argento-Khashabi. The team, joining from Morgan Stanley, brings specialized expertise in:
- Managing investments for non-profit organizations
- Serving homeowners' associations
- Traditional retirement planning for individuals, families, and business owners
Avakian brings 25 years of experience as a Financial Advisor and has successfully guided clients through three recessions using disciplined investment strategies. A graduate of California State University Hayward with a BS in Business Administration-Finance, he joins the UBS Walnut Creek office under Market Director Joshua Breeden's leadership.
This strategic hire reflects UBS's commitment to enhancing its client offerings and building lasting relationships in the Walnut Creek market. Breeden emphasized that Avakian's extensive industry experience and client dedication will be valuable assets to the team.
UBS has announced a significant upgrade to its Workplace Wealth Solutions business through a new partnership with insightsoftware. The collaboration introduces Equity Plan Services Plan Admin Pro, a cloud-based platform for managing equity awards globally.
The new solution combines insightsoftware's technological capabilities with UBS's expertise in corporate client services, featuring AI-enabled data analytics and private market capabilities. This platform aims to provide enhanced transparency, regulatory compliance, and customizable solutions for equity plan administration.
UBS Workplace Wealth Solutions, which includes Equity Plan Services, Retirement Plan Services, and Financial Wellness, currently serves nearly 3 million plan participants and manages over $180 billion in assets. The initiative is part of UBS's broader growth strategy, reinforcing its position as a global wealth manager with $6.1 trillion in invested assets as of Q4 2024.
UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor at the firm's 1285 Avenue of the Americas office, has been named to the Forbes America's Top Wealth Advisors list for 2025. As the founding member of Epstein Partners, one of UBS's largest advisor teams, Epstein provides sophisticated investment consulting and private wealth services.
The team specializes in investment, tax, and estate planning strategies, focusing on multi-generational wealth preservation. Epstein, who joined UBS in 2015, holds both Family Office Consultant and Institutional Consultant designations, along with the CIMA® certification. This marks his sixth consecutive year (2019-2025) on the Forbes Top Wealth Advisors list.
UBS has announced that seven financial advisors from its Southeast Wealth Management Region have been recognized on the 2025 Forbes America's Top Wealth Advisors list. The recognized advisors, operating under Regional Director Julie Fox's leadership, are located across various cities including Charlotte, NC (Greg Cash, Mitchell Wickham), Mt. Laurel, NJ (Mark Fendrick), Naples, Florida (Joseph Matina, Jason Stephens), Nashville, TN (Kent Kirby), and Washington, D.C. (Keith Apton).
This marks the tenth annual edition of the prestigious Forbes ranking, which features 250 top advisors who collectively manage approximately $2 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.
UBS Wealth Management USA has appointed Matt Benson as Market Director for the McLean, VA office, expanding his current leadership role that includes Richmond, Norfolk/VA Beach, and Roanoke offices. The appointment aims to strengthen UBS's presence across Virginia, which represents a significant growth opportunity for the firm.
In his expanded role as Market Director for Virginia, Benson will be responsible for recruiting and developing financial advisors across all Virginia offices, focusing on delivering premium wealth management services. With over a decade of experience at UBS, including positions in Weehawken, NJ, Singapore office, and institutional sales & trading, Benson brings extensive expertise to support the firm's growth initiatives in the region.
UBS Wealth Management US announced that Jason E. Stephens, Private Wealth Advisor and Managing Director in Naples, Florida, has been recognized on two prestigious Forbes lists for 2025: America's Top 250 Wealth Advisors and Best-In-State Wealth Advisors.
This marks Stephens' ninth consecutive year on the Forbes America's Top 250 Wealth Advisors list (2017-2025) and eighth consecutive year on the Forbes Best-In-State Wealth Advisors list (2018-2025). His team, The Stephens Group at UBS, has provided comprehensive wealth management services to ultra-high-net-worth clients in southwest Florida for over 25 years.
The 2025 Forbes rankings, developed by SHOOK Research, evaluate advisors based on qualitative criteria and quantitative data. The Best-In-State advisors collectively oversee $16.7 trillion in assets, while the Top 250 Wealth Advisors manage $2 trillion combined.
UBS Wealth Management US has announced that Michael J. Lundon, Private Wealth Advisor and Managing Director in the Naples, Florida office, has been named to the Forbes Best-In-State Wealth Advisors list for 2025. Lundon, who has over 26 years of financial services experience and joined UBS in 1999, works with The Stephens Group at UBS providing portfolio management solutions and comprehensive financial planning.
The Stephens Group at UBS has maintained its position on the Forbes Best-in-State Wealth Management team list for three consecutive years (2023-2025). The 2025 Forbes Best-In-State Advisors collectively oversee $16.7 trillion in assets. The ranking is developed by SHOOK Research using both qualitative criteria through interviews and quantitative data including revenue trends and assets under management.
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