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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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Expect comprehensive coverage of quarterly results, sustainability initiatives, cross-border expansions, and risk management strategies. Updates reflect UBS's role in shaping global finance while addressing evolving regulatory landscapes in key markets like Switzerland, the Americas, and Asia-Pacific.
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UBS Private Wealth Management announced the addition of the "Executive Wealth Partners" team in Kenwood, Ohio, led by Financial Advisors Casey Marsh and Austin Poston. This team is responsible for managing over $750 million in client assets and specializes in serving corporate executives and ultra-high net worth families. The team includes Michelle Thomas as Team Administrator and Ashley Monk as Client Service Associate, enhancing UBS's capabilities in addressing complex wealth management needs.
UBS Wealth Management USA announced that Financial Advisors Gerry Bandini and David Chodosch have been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. With a combined 56 years in the financial industry, they have focused on developing financial plans for high-net-worth families. The list includes over 5,000 advisors managing more than $6 trillion in client assets, with selections based on qualitative and quantitative measures. UBS continues to emphasize its wealth management capabilities globally.
UBS Wealth Management USA has welcomed the Dawson Wealth Management Group to its San Diego branch. Led by Edward Dawson, the team includes experienced advisors and associates dedicated to developing tailored financial strategies. Edward Dawson, with over 30 years in the financial sector, aims to support high-net-worth clients. New team members include Kyle Dawson, Adrianne Hoy, Patty Bribiesca, and Katherine Tawoda, each bringing a wealth of expertise to UBS. This addition highlights UBS's commitment to enhancing client services and financial planning.
UBS Wealth Management USA announced that David Schachter, a Financial Advisor in West Los Angeles, has been recognized in the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. David leads the Endurance Artist Management team, focusing on financial guidance for clients in the entertainment industry. His dedication to tax-efficient investing and wealth transfer has been instrumental to his clients' success. The Forbes list includes over 5,000 advisors managing more than $6 trillion in assets, selected via rigorous quantitative and qualitative measures.
UBS Private Wealth Management has recognized John C. Castronuovo and Robert E. DeForest as members of the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021, marking their third consecutive year on the list. The selection process included over 5,000 advisors managing more than $6 trillion in assets and was based on various qualitative and quantitative metrics. Both advisors are noted for their significant client impacts and are members of UBS's elite President’s Council.
UBS Private Wealth Management announced that Christopher Black, a Private Wealth Advisor in Houston, has been included in Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. His expertise spans portfolio management, estate planning, and family advisory. Thomas Stacy, Texas Market Head at UBS, expressed pride in Black's achievement, reflecting his commitment to clients. This year’s list includes over 5,000 advisors managing more than $6 trillion in assets, with selections based on a blend of qualitative and quantitative metrics, including interviews and compliance records.
UBS Investment Bank has announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). The coupon amount is set at $0.1961, with a current yield of 7.85% (annualized). The Valuation Date is 02/16/21, and the Payment Date is scheduled for 03/09/21. Investors are reminded of the risks, including the potential loss of principal.
UBS has partnered with the Southern Intercollegiate Athletic Conference (SIAC) to enhance financial literacy among students at its 14 member institutions. The initiative includes a financial wellness curriculum and access to UBS’s recruitment and development programs, such as the Tomorrow’s Talent Program. UBS aims to empower students with essential skills for career success in financial services, ultimately promoting generational wealth. This collaboration seeks to support diverse students through workshops provided by EVERFI, emphasizing long-term professional development.
UBS Wealth Management USA has announced that nine Financial Advisors and two Private Wealth Advisors in the San Diego Market have been recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This prestigious list includes over 5,000 advisors managing more than $6 trillion in client assets. Selection criteria include a mix of qualitative and quantitative measures, such as interviews and compliance records. Chris Marsh, San Diego Market Head, commended the advisors for their hard work and commitment to providing strategic client advice.
UBS Wealth Management USA appointed Emily Frenzel as Complex Director of the Suburban Philadelphia Complex, overseeing Newtown and Conshohocken offices. With nearly 15 years at UBS, she previously managed the Newtown office, enhancing wealth management delivery.
Ted Durkin praised her energy and talent, emphasizing her commitment to improving client and employee experiences. Emily, a 2019 Diversity Award winner, advocates for inclusivity and diversity. Brett Hina, former Conshohocken Branch Manager, is focusing on his wealth management practice in New Jersey.
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