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UBS Group AG reports news on a global financial institution built around wealth management, Swiss universal banking, asset management and focused investment banking capabilities. Recurring updates include financial results, client activity, capital ratios, dividend and share-repurchase actions, and regulatory capital developments affecting the group’s balance sheet and capital planning.
Company news also covers UBS Wealth Management hiring, market leadership appointments, advisor-team recognition and regional office activity in the United States. Other recurring themes include governance matters, integration work following the Credit Suisse acquisition, and disclosures tied to UBS Group shares listed on the SIX Swiss Exchange and the New York Stock Exchange.
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UBS Wealth Management USA has welcomed a new team managing $420 million in client assets to its Atlanta Market. Led by Financial Advisors Todd Emily and Ashley Carney, the team will operate from a new branch in Athens, GA. With a combined 34 years of industry experience, they are positioned to address the needs of a growing client base. Todd specializes in wealth management for high-net-worth individuals and families, while Ashley focuses on financial and retirement planning. Their addition illustrates UBS's commitment to expansion in key growth markets.
UBS Wealth Management USA has appointed Michael Nazarian as a Financial Advisor and Managing Director at its Sherman Oaks, California branch. His experience serving high net-worth individuals aligns with the firm’s goal of growth in the San Fernando Valley area. With over 20 years in financial services, including 14 years at Wells Fargo, Nazarian specializes in tailored investment and estate planning services. The Greater Los Angeles Market Head, Jim Kottoor, emphasized the importance of recruiting talented advisors to enhance client services.
UBS Wealth Management USA has recognized Financial Advisor Roger Vierra from Rockland, MA, as one of the top Retirement Plan Advisers for 2022, according to the PLANADVISER list. Vierra's expertise in fiduciary consulting and institutional investment strategies is highlighted as a key factor in this accolade. The Vierra Group, which includes other seasoned advisors, provides tailored financial services to affluent investors and organizations.
This honor reflects Vierra's commitment to delivering quality retirement planning services amid evolving market conditions.
UBS Wealth Management USA has welcomed five new Financial Advisors managing $1.3 billion in client assets to its Northern NJ and NYC Central Wealth Management Markets. The advisors include Gregory J. Amerkanian, Michael C. Gogliormella, Peter E. Murray, David W. Peeler, and Andrew V. DiPaola. The firm aims to enhance its client service by recruiting top industry talent, fostering collaboration, and leveraging its comprehensive wealth management capabilities.
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.