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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 Wealth Management USA has welcomed five new Financial Advisors to its New York City and Northern NJ markets, managing $1.3 billion in client assets. This team includes industry veterans like Peter E. Murray and David W. Peeler, both previously with Merrill Wealth Management. UBS emphasizes its commitment to recruiting top talent and enhancing its wealth management capabilities, aiming to provide exceptional service for high-net-worth clients. The addition of these advisors is part of UBS's broader strategy to strengthen its presence in key markets.
UBS Wealth Management USA announced that four of its Financial Advisors from the Greater New England Market have been recognized in the Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list for 2022. The honorees are Matthew Bechtel, Chris Dillon, Reuben Fink, and Dan Gleason. James Ducey, the market head, emphasized the company's commitment to cultivating future talent in financial advising. The list recognizes 1,000 advisors born in 1983 or later, based on various performance criteria.
UBS has welcomed ten new advisors in Washington, D.C., managing $2.85 billion in client assets. The team includes Private Wealth Advisors William Slater, J.J. King, Scott Fitzenreiter, and Ryan Shuler, among others, who previously served high-net-worth clients at Merrill. Under the leadership of Julie Fox, Northeast Market Head, these advisors are set to enhance UBS's wealth management presence. Head of Private Wealth Management, John Mathews, emphasized their commitment to tailored financial advice.
UBS Wealth Management USA has announced that Financial Advisor Daniel P. Green from its Knoxville office has been recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022. This list honors 1,000 promising advisors born in 1983 or later, selected through a combination of qualitative and quantitative measures. Daniel, who has been with UBS since 2013, is noted for his work with business owners to align personal wealth with financial goals.
UBS Wealth Management USA has welcomed a new three-person team managing $368 million in client assets, enhancing its presence in the Greater Los Angeles market. The team is led by experienced Financial Advisors Carl Ceder and Rachel Cain, who collectively possess 50 years of financial services experience. Carl focuses on tailored wealth management, while Rachel specializes in asset allocation and estate planning. They are joined by Client Service Associate Diana Dell, ensuring comprehensive service for high-net-worth clients.
UBS has announced an increase in its 2022 ordinary dividend from
UBS has partnered with PlayersTV to launch new sports programming featuring elite athletes sharing insights on entrepreneurship and financial literacy. The series Long Game premieres on September 13 with 8 episodes showcasing sports icons like Damian Lillard and Ken Griffey Jr. Additionally, the second season of Front Office will start on October 25, highlighting athlete-investors like Mookie Betts and Dwyane Wade. This collaboration aims to enhance financial education among viewers while promoting wealth management strategies.
UBS has decided to purchase a
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