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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 has announced that Financial Advisor Matthew Megorden has been recognized for the second time on Barron’s Top 1,200 Financial Advisors list for 2021. Megorden, based in Hawaii, specializes in high-net-worth entrepreneurs and executives in the technology sector. He has been with UBS since 2009 and is noted for his commitment to clients, family, and community. The advisory teams on the list manage an average of $3 billion in client assets, serving about 750 households with a retention rate of 98.4%.
UBS Private Wealth Management has welcomed a new team in South Florida, managing over $1.8 billion in assets. The trio, including Financial Advisors Doris Neyra and Melissa Van Putten-Henderson, aims to leverage UBS's global offerings to meet the complex needs of clients. The team, based in the Miami office, will work under Karl Ruppert, the South Florida Complex Director. Neyra brings over two decades of experience, while Van Putten-Henderson specializes in tax-efficient portfolios.
UBS Investment Bank has announced coupon payments for 12 ETRACS Exchange Traded Notes (ETNs) listed on NYSE Arca. The payments are set for various dates between April 13 and April 21, 2021. Significant coupon amounts include $1.1368 for BDCX and $0.9971 for MVRL, with current yields ranging up to 23.60% for MVRL. Notably, the Current Yield is not indicative of future payments, and investors are not guaranteed any coupon amounts. The coupon payment schedule varies, with some ETNs offering monthly payments.
UBS Wealth Management USA celebrates the achievement of five Financial Advisors from its Greater New England Market, who have been recognized on the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. This prestigious list highlights the top 1,000 women advisors across the United States, emphasizing client service and compliance standards. Jim Ducey, Greater New England Market Head, praised the advisors for their commitment and value in the financial industry. Each advisor brings decades of experience, contributing to UBS's reputation as a leading wealth management firm.
UBS Private Wealth Management has recognized two advisors, Andrea Bevis and Teresa Jacobsen, for their achievements by naming them to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. Andrea joined UBS in 2015 and has been acknowledged as a leading advisor. Meanwhile, Teresa, with over 25 years in the financial industry, has received multiple accolades including Barron's Hall of Fame recognition. Their selection highlights UBS's commitment to excellence in financial advice.
UBS Wealth Management USA proudly announces that three of its Financial Advisors in the Greater New England Market have been recognized in the Barron’s 2021 Top 1,200 Financial Advisors list. The honored advisors, Tim Connolly, Tom Gower, and Tim O’Brien, exemplify dedication and success in serving their clients. With an impressive average industry tenure of 30 years, these advisors manage approximately $3 billion in client assets while maintaining a 98.4% client retention rate. Their achievement highlights UBS's commitment to excellence in wealth management.
UBS Wealth Management USA recently announced the addition of Fred Gatti as a Financial Advisor and Senior Vice President at their 1285 Avenue of the Americas branch in New York City. Gatti will focus on Ultra High Net Worth clients, emphasizing wealth growth, preservation, and transfer to future generations. With over eight years of experience managing $600 million in assets at HSBC Private Bank, Gatti is also a Certified Financial Planner. His extensive background and expertise are expected to enhance UBS's client offerings.
UBS Wealth Management USA has welcomed Jin Hu as a Financial Advisor at its 1285 Avenue of the Americas branch in New York City. With over 20 years of experience, including a Senior Financial Advisor role at Merrill Lynch, Jin specializes in holistic wealth management for high-net-worth clients. She holds multiple professional designations including CPA and CFP, and is excited to leverage UBS's innovative platform to enhance client service.
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