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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 announced that Gino R. Stumpo, a Financial Advisor and Managing Director in Orange County, has been ranked #9 in the High Net Worth category on the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This marks his fourth consecutive year on the list, which recognizes advisors managing over $10 trillion in client assets. Stumpo is celebrated for his personalized wealth management services, helping clients with retirement planning and complex financial needs.
UBS Private Wealth Management's advisors from Montage Financial Group have been recognized in the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022. Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller were acknowledged for their dedication to ultra-high net worth clients. With a focus on personalized wealth management, the firm manages assets totaling $10 trillion. This recognition highlights their commitment to comprehensive financial solutions, including estate planning and philanthropic strategies.
UBS Wealth Management USA announced that 14 financial advisors from its San Diego and Hawaii market have been recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This list includes advisors managing over $10 trillion in client assets nationwide. Among the 14, three are from Honolulu, six from San Diego, four from La Jolla, and one from Riverside. The recognition highlights the advisors' commitment to delivering personalized wealth management services. Chris Marsh, the San Diego Market Head, congratulated the advisors for their achievements.
UBS Private Wealth Management has announced that advisor Jonathan Beukelman from the Denver office has been named to Barron’s Top 1,200 Financial Advisors list for 2022. This marks the ninth consecutive year for Beukelman, who has over 24 years of experience and has been with UBS since 2008. His team specializes in wealth management services for high net worth clients. The ranking considers factors such as assets under management and regulatory record, showcasing the firm's dedication to high-quality financial advice.
UBS Private Wealth Management has welcomed Coyle, Schmitt & Beaudoin Wealth Management Group to its team in Chicago, Illinois. This seven-member group, led by co-founders Pat Coyle, John Schmitt, and Jean Beaudoin, manages over
UBS Wealth Management USA announced that Financial Advisor David Potischman has been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022, marking his second consecutive year on this prestigious list. The recognition highlights Potischman's dedication and expertise in managing multi-generational wealth, focusing on investment and financial planning for high-net-worth clients. The Forbes/SHOOK Research list includes over 6,500 advisors managing a collective $10 trillion in client assets, evaluated on various qualitative and quantitative criteria.
UBS Private Wealth Management has recognized Michael Matthews as the #1 advisor in Washington State on the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This marks his fifth appearance on the list and third consecutive year at the top. With over 30 years of experience, Matthews provides tailored financial advice to individuals, business owners, and families. The Forbes/SHOOK list evaluates over 6,500 advisors managing a collective $10 trillion in assets based on qualitative and quantitative criteria.
UBS Investment Bank has announced coupon payments for its ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). The coupon valuation date is set for May 16, 2022, with an ex-date of May 26, 2022 and a record date of May 27, 2022. Payments will be made on June 7, 2022, amounting to $0.2246 per ETN, yielding an annualized return of 6.69%. Investors are advised to read the prospectus for details on risks associated with the investment, as past performance does not guarantee future results.
According to UBS's latest report, women are increasingly using their financial resources to make a positive impact. Of the 1,400 surveyed, 90% view money as a tool for change, with 94% having donated or volunteered in the past year. Notably, 26% of women now lead financial decisions, up from 21% in 2018. Millennial women show an even greater commitment, with 83% using finances for purposeful change. The report emphasizes the importance of women's financial engagement, as 92% believe it enhances their impact on the world.
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