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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.
UBS Private Wealth Management announced that two of its Private Wealth Advisors, Andrea Bevis and Teresa Jacobsen, have been named to the 2021 Working Mother/SHOOK Research Top Wealth Advisor Moms list. Bevis, based in Boston, has been with UBS since 2015 and is a recognized industry leader. Jacobsen, in Stamford, has over 25 years of experience and has received multiple accolades, including Barron's Hall of Fame recognition. The list highlights successful mothers in financial advising, expanding to 500 advisors this year.
UBS Wealth Management USA has welcomed Financial Advisors Scott Seifert and Joe Hertig to its team in Missoula, Montana, managing a combined $485 million in client assets. The firm emphasizes its commitment to recruiting top advisors, asserting that it offers a robust platform for financial services. Seifert brings 33 years of experience from Merrill Lynch, while Hertig has over 22 years. UBS aims to provide comprehensive wealth management solutions globally, with a strong focus on capital efficiency and long-term growth.
UBS has launched a new initiative under Project Entrepreneur, awarding $25,000 grants to thirty female founders of color to enhance their business prospects. This program aims to tackle the funding disparity faced by Black and Latinx female entrepreneurs, who receive less than 1% of venture capital. Additionally, all applicants will gain access to valuable resources and a supportive community. Applications are open until November 10, 2021, with winners announced in late January 2022.
UBS Wealth Management USA has announced that Caitlin Perry has joined as a Financial Advisor in Rutland, Vermont, managing $125 million in assets. With 10 years of experience and a background as a Combat Medic in the United States Army, she aims to assist clients with retirement planning. UBS is focused on recruiting top financial advisors to enhance client offerings in this key market, according to Brad Miller and Jad Dieterle, senior managers at UBS.
UBS Wealth Management USA has welcomed financial advisors Mike Valenti and Samantha Maley to its Rochester, New York office. With over 25 years of combined experience, they join The Schoff Group, which manages over $3 billion in client assets. Their expertise will enhance services in advising corporations, unions, and ultra-high-net-worth families, particularly regarding Taft Hartley and pension plans. Ben Tarantino, NY State Complex Director, emphasized UBS's focus on attracting top advisors to leverage their comprehensive wealth management capabilities.
UBS Private Wealth Management announced that Jonathan Beukelman, a Managing Director and Financial Advisor in Denver, Colorado, has been recognized in the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. This marks his sixth consecutive year on the list, highlighting his expertise in financial advice for high-net-worth individuals and families. His areas of focus include liability management, estate planning, and tax optimization. Beukelman has been with UBS since 2008 and is a member of the UBS Pinnacle Council.
UBS has launched UBS Collectives, a collective philanthropy initiative aimed at addressing critical global issues including child protection, climate change, health, and education. This initiative will connect philanthropic clients, allowing them to combine their expertise and resources to fund impactful projects. Collectives include the Transform Collective, focusing on family care for vulnerable children, the Climate Collective, aiming to mitigate climate impacts, and the Accelerate Collective, enhancing health and education funding. Clients will collaborate over three years to implement and measure these initiatives.
UBS Private Wealth Management announced that Michael Matthews, Managing Director and Senior Portfolio Manager in Bellevue, Washington, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. With over 30 years of experience, Matthews is recognized for his customized approach to managing client objectives. The annual list highlights top financial advisors shaping the wealth management industry. UBS continues to provide comprehensive services globally, enhancing client financial success.
UBS Wealth Management USA announced that two San Diego-based Financial Advisors, Kalyn Maher Walker and Stephen LaFata, have been recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021. This recognition highlights their commitment to helping clients, particularly business owners nearing retirement, in leaving a meaningful legacy. The Top Next-Gen list features 500 advisors managing over $1 trillion in client assets, underscoring the significance of their contributions to wealth management.
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