UBS Group Stock Price, News & Analysis

UBS announced that Private Wealth Advisors Rebecca Glasgow, Leslie Lauer, and Jana Lisle Parham have been recognized in the Forbes Top Women Wealth Advisors Best-In-State list for 2023. Glasgow and Lauer also made the Forbes America’s Top 100 Women Wealth Advisors list. This recognition highlights their dedication to personalized wealth management that aligns with client financial needs, as noted by Southeast Market Executive Lane Strumlauf. The Forbes/SHOOK ranking includes 1,697 women managing nearly $2.3 trillion in assets, evaluated through rigorous criteria including interviews and compliance records.

UBS Private Wealth Management has announced that Jeremy Keller, a Managing Director in Las Vegas, has been named to the 2023 Financial Planning Top 40 Brokers Under 40 list. This recognition highlights the exceptional service he offers to high-net-worth clients. Keller's team, Montage Financial Group, focuses on personalized wealth management solutions and was recently recognized as one of Forbes Best-In-State Wealth Advisors for 2022. The 2023 Top 40 Brokers collectively manage $40 billion in assets and generate nearly $205 million in revenue, with the ranking determined by quantitative analysis.

UBS announced that five of its advisors in the Philadelphia D.C. wealth management market have been recognized in the Forbes Top Women Wealth Advisors Best-in-State list for 2023.

This acknowledgment highlights the advisors' dedication to client service. The listed advisors include Karen Robbins, Karen Ben-Shlaush, Sandy Cunningham, Holidae Hayes, and Toria Scotto.

The Forbes list features 1,697 women managing nearly $2.3 trillion in assets, emphasizing their significant role in financial management.

UBS Wealth Management USA announced that six advisor teams in its Southeast Wealth Management Market have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2023. This accolade highlights the teams' commitment to client service and excellence. The advisors leverage UBS's comprehensive capabilities to deliver tailored financial advice. The named teams are Bridgeline Wealth Management, Compass Financial Advisors, Harbor View Wealth Management, The 770 Group, The Stephenson/Baun Wealth Management Group, and OakRing Wealth Partners. The ranking, developed by SHOOK Research, evaluates over 2,800 teams with nearly $4 trillion in assets.

UBS announced that six of its Private Wealth Management teams in the Southeast Market have been recognized on the Forbes Best-In-State Wealth Management Teams list for 2023. This includes the Family Office Partners team, which was ranked #1 in Tennessee. The list evaluates over 2,800 teams managing approximately $4 trillion in assets, using quantitative and qualitative criteria. This accolade highlights UBS's commitment to providing expert financial advice and exceptional client service. Notable teams recognized include Key Partners in Atlanta, The ESOP Group, and others across Georgia, Tennessee, and Louisiana.

UBS Private Wealth Management has announced that the Montage Financial Group has been recognized in the Forbes Best-in-State Wealth Management Teams list for 2023. Led by advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller, and Jeff Nemechek, the team operates in Denver, Las Vegas, and Lincoln. This inaugural list includes over 2,800 teams with cumulative assets approximating $4 trillion. The ranking is based on both quantitative and qualitative criteria, underscoring the team's commitment to client success.

UBS Wealth Management USA announced that the FTB Financial Services team has been recognized among the Forbes Best-In-State Wealth Management Teams for 2023, ranking #3 in Ohio and #76 nationally in the High Net Worth category. This esteemed recognition highlights the team's professionalism and client relationships, managing approximately $3 billion in investable assets for clients with net worths ranging from $1 million to $100 million+. The list was compiled by SHOOK Research, which evaluates teams using quantitative and qualitative data.

UBS reported strong 4Q22 results, showcasing resilience amid challenging economic conditions. Key highlights include a net profit attributable to shareholders of USD 1.7bn, a YoY increase of 23%, and a return on CET1 capital of 14.7%. The firm attracted USD 60bn in net new fee-generating assets for 2022 and recorded an 8% growth in Personal Banking investment products. Operational efficiency improved, with a cost/income ratio of 75.8%. However, total revenues decreased by 8% YoY, and net new money in Asset Management was negative, reflecting market volatility. UBS plans to propose a dividend increase of 10% to USD 0.55 per share for 2022.

UBS Wealth Management USA's The Schoff Group has been named one of the Forbes Best-In-State Wealth Management Teams for 2023. With over 100 years of combined experience, the team provides tailored wealth management and equity compensation services to individuals and corporations. The recognition reflects their collaborative approach and commitment to client success, as noted by Ben Tarantino, Managing Director. The team has expanded its services to include institutional investment consulting. The Forbes/SHOOK list features 2,800 teams managing approximately $4 trillion in assets, based on extensive interviews and criteria set by SHOOK Research.